Looming over everything discussed in the article is China.
They are positioning themselves to dominate the AI market simply by offering comparable service for a fraction of the cost. A big factor here is the cost of energy --- as AI is very energy intensive.
China now has the world's largest installed base of cheap renewable energy that can be applied to lower the cost of their AI.
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[ 0.20 ms ] story [ 7.8 ms ] threadThey are positioning themselves to dominate the AI market simply by offering comparable service for a fraction of the cost. A big factor here is the cost of energy --- as AI is very energy intensive.
China now has the world's largest installed base of cheap renewable energy that can be applied to lower the cost of their AI.
https://synergyfiles.com/2025/03/china-ahead-of-usa-in-clean...