# AI Talent: China Overtakes the US Despite the Chip Embargo

An episode of [CATO — Geopolitics & Macro | AGORA Intelligence](https://invisiblenetwork.ai/podcast/6806183644), 28 Sep 2026.

Audio: https://audio.agora-intelligence.com/en/china-us-elite-ai-talent-reversal.mp3

The Carnegie China count overturns the geography of AI talent: China at 41 per cent in 2025 against 34 for the United States, after a 46-to-27 split in 2022. A precedent from 1789 explains the mechanism: the embargo holds on the artefact and gives way on the mind.

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