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Tag Archives: AI race

Overcapacity is China’s biggest AI advantage

COMMENT | ANGELA HUYUE ZHANG |  While debates over the AI race between the United States and China tend to fixate on which country has the most powerful frontier models and the most advanced semiconductors, that framing is becoming outdated. As AI moves from our screens into the physical world, the question …

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Energy will decide the AI race

COMMENT | VITTORIO QUAGLIONE  |  Data-center investments hint at a coming shift in the AI race. Soon, if not already, reliable, affordable electricity will confer the decisive advantage in the sector. As Albert O. Hirschman argued in National Power and the Structure of Foreign Trade, an economy’s true power lies in its …

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