China's economy grows 4.5% in the third quarter, beating forecasts, as AI boom lifts exports

China's GDP grew 4.5% year on year between July and September, better than economists expected and up from 4.3% in the second quarter, the National Bureau of Statistics said on Monday, with factory output growing much faster than consumer spending. The Guardian

the GuardianChina’s economy grows faster than forecast after AI boom boosts exportsThird-quarter GDP up by 4.5% compared with last year as industrial output is buoyed by electronics demand

If growth depends on exports of AI-related electronics while household spending lags, how durable is it?