I think a large part depends on if they are able to translate their infrastructure spending away from unprofitable or marginally profitable ventures like bridges into high-tech nuclear industry, more battery and solar tech, semi-conductors & lithography, etc.
They are certainly capable (we saw that with EVs, batteries and solar already) but proof will be in the pudding.
I think a large part depends on if they are able to translate their infrastructure spending away from unprofitable or marginally profitable ventures like bridges into high-tech nuclear industry, more battery and solar tech, semi-conductors & lithography, etc.
They are certainly capable (we saw that with EVs, batteries and solar already) but proof will be in the pudding.