As the U.S.-China AI race heats up despite tech leaders' growing calls for caution, the meeting between Presidents Trump and Xi in late September 2026 may have been more of an opportunity to reduce risks incrementally rather than a chance to fully reset the rivalry between the two nations.
Investors may want to watch for modest moves that benefit both countries without resolving their deepest disagreements, such as reduced or paused tariffs, agreements on the Chinese purchase of U.S. products, and measures to ease AI chip export restrictions.
