The race for Artificial Intelligence (AI) supremacy is, fundamentally, an ever-escalating energy war.
China’s centrally planned, dual-track "AI-Energy" policy is establishing a critical, long-term infrastructure advantage that threatens the U.S.’s technological leadership, forcing the West to abandon strict free-market ideology and adopt its own form of strategic state capitalism to compete.
The current limiting factors for AI development – the scarcity of compute and of world-class talent – are increasingly being overshadowed by a far more foundational constraint: energy.
The race for Artificial Intelligence (AI) supremacy is, fundamentally, an ever-escalating energy war.
Author summary: China's energy supremacy impacts US AI dominance.