Tag
U.S. energy grid

China-US AI Technology Competition: Who’s Winning in Key Inputs?
By Sara Hsu
Energy, rare earth elements, and talent: these critical inputs face vastly different structures in the two countries and may determine the pace and scale of AI innovation.

China’s Overlooked AI Energy Edge Over the US: Cheaper Energy
By Sara Hsu
Much attention has been given to semiconductors, but it’s time to look at other elements in the AI supply chain that provide China with an advantage – starting with electricity.
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