China will most probably win the AI race in the long run because of one major bottleneck the US has - energy. The electric energy and grid buildout in China has been massive since a long time and there is simply no way for the US to quickly catch up.
No matter how much cash you throw you can't just materialize a 100 nuclear reactors to power the data centers.
margorczynski · · focus · HN ↗
No matter how much cash you throw you can't just materialize a 100 nuclear reactors to power the data centers.
awongh · · focus · HN ↗
I agree in principle, but it could be more than 5 years, maybe 10. Who knows what things will look like then.