Short term they might have less compute, but long term they will most definitely have more compute. They don't have to worry about energy, they don't have to worry about people blocking them building data centers the only thing stopping them is there no Chinese manufacturer that can produce a chip as good as Nvidia but I would bet that solved in a year or so.
They don't have to worry about people blocking DC construction in the US either. All new AI datacenters are designated "dual-use" so the federal government is already letting local councils know to fuck off.
they can also put them in better places, vs trying to arbitrage expensive electricity costs and various US corruption thats built more around paying people off than getting things done
swingboy · · focus · HN ↗
impulser_ · · focus · HN ↗
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8note · · focus · HN ↗