Is China’s Cheap Power an AI Superweapon? Not So Fast
Key Points Nvidia's CEO warned China could win the AI race due to its cheap and abundant energy. China generates twice as much electricity as the U.S. and is rapidly expanding renewable energy capacity. Much of China's new power is needed for its broader economy, not just for AI, and substantial amounts of renewable energy are wasted. China's AI sector faces destructive internal competition ("involution")...