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.
> "Quite frankly, the biggest issue we are now having is not a compute glut, but it's power and it's sort of the ability to get the builds done fast enough close to power," he told the show's hosts. "So if you can't do that, you may actually have a bunch of chips sitting in inventory that I can't plug in. In fact, that is my problem today. It's not a supply issue of chips. It's actually the fact that I don't have warm shells to plug into."
margorczynski · · focus · HN ↗
No matter how much cash you throw you can't just materialize a 100 nuclear reactors to power the data centers.
faitswulff · · focus · HN ↗
> "Quite frankly, the biggest issue we are now having is not a compute glut, but it's power and it's sort of the ability to get the builds done fast enough close to power," he told the show's hosts. "So if you can't do that, you may actually have a bunch of chips sitting in inventory that I can't plug in. In fact, that is my problem today. It's not a supply issue of chips. It's actually the fact that I don't have warm shells to plug into."
> - Satya Nadella
<a href="https://redmondmag.com/blogs/generationai/2025/12/microsoft-is-sitting-on-a-pile-of-unused-gpus.aspx" rel="nofollow">https://redmondmag.com/blogs/generationai/2025/12/microsoft-...
throwup238 · · focus · HN ↗
So that’s how the Matrix got started …