Training and running frontier models are extremely power‑intensive.
America has the holy trinity: chips, hyperscale cloud, ecosystems. A religion of Nvidia, AWS, and venture capital
China has coal, hydro, solar, nuclear. And the uncomfortable advantage of saying yes to power plants at scale, fast, without asking Twitter
The next 3 years promise to be hot, yeah
[Related post: DeepSeek is back on stage👾]
#AIInfrastructure #Compute #Datacenters #EnergyIsTheNewOil #GeopoliticsOfAI #FrontierModels #ChipsAndWires #AIArmsRace #RobotsNeedElectricity
