Despite geopolitical tensions, investment flows between the US and China continue to grow. As of mid-September 2026, investors from China and Hong Kong have invested approximately $8.9 billion into US AI funding rounds, compared to $436 million in 2023.
US financial institutions acted as bookrunners for 19 Chinese high-tech equity deals in 2026, totaling $17.2 billion. Additionally, the total value of US equities held by Chinese and Hong Kong investors has increased by 23% over the past year, surpassing $750 billion.
Chinese mutual funds are actively acquiring shares in US semiconductor companies, including Micron Technology and AMD. This trend persists despite ongoing efforts by both nations to build independent supply chains through export controls and restrictions on critical minerals.
President Trump and President Xi Jinping are scheduled to meet in Washington around September 24, 2026, to discuss technological competition and AI. Previous high-level talks took place in May 2026, though analysts expect few concrete policy changes from the upcoming summit.
