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.
All they have to do is keep being close behind OpenAI and Anthropic for half the price and the US economy will plummet into a deep recession when it becomes clear that there will never be a payoff for the enormous investments of the past years. If they can also achieve a breakthrough in robotics, then they are on track to become the most powerful country for the next 50 years.
margorczynski · · focus · HN ↗
No matter how much cash you throw you can't just materialize a 100 nuclear reactors to power the data centers.
DuncanCoffee · · focus · HN ↗
tsss · · focus · HN ↗