How China ramped up its AI development from spring 2024 to catch the US, including via relaxed regulations, huge government funding, and a domestic chip focus
America holds a sizable lead, but China is working to tip the scales with a sweeping countrywide push, betting ‘swarms beat the titan’
AI data centers are building on-site power plants to bypass the overloaded grid and meet growing electricity demand, amid permitting and supply chain challenges
www.wsj.com/business/ene... @martenmickos : America should be adding about 80 gigawatts of new power generation capacity a year to keep pace with digital demands. It's currently building less than 65...
AMD CEO Lisa Su says she expects TSMC's Arizona-made chips to cost “more than 5% but less than 20%” above TSMC's Taiwan-made chips, and to arrive by 2025's end
costs ‘more than 5% but less than 20%’ higher than Taiwan-sourced alternative Ayomide Sadiq / TalkAndroid.com : TSMC American-Made Chips Are Great, But They Cost a Lot More Anusuya Lahiri / Benzinga :...
Electricity bills are projected to rise 20%+ in parts of PJM Interconnection's 13-state territory as the largest US power grid is under strain from data centers
America's largest power grid is under strain as data centers and AI chatbots consume power faster than new plants can be built.
Mark Zuckerberg says spending heavily on AI infrastructure is a “strategic advantage” and vows Meta will invest “hundreds of billions” in AI over the long term
Wall Street breathes a sigh of relief X: Tae Kim / @firstadopter : For Zuckerberg to come out guns ablazing saying he expects Llama 4 to be the best AI model in the world when it comes out, if true, m...
Arizona's Maricopa County is set to have the second largest concentration of US data centers by 2028, as the state races to increase electricity production
As data centers drain America's power grids, a fierce battle is being waged for electricity. On Navajo Nation land, many are on the losing end.
Preqin data shows the US accounted for 83% of VC funding in G7 economies over the past decade; OECD data shows AI VC funding in China is second only to the US
www.ft.com/content/1201... [image] @cfmeyskens : US labour productivity has grown by 30% since the 2008-09 financial crisis, more than three times the pace in the Eurozone and the UK. That productiv...
Analysis: the AI frenzy is expected to drive the global data center energy consumption to 1,580 TWh by 2034, about as much as is used by all of India currently
Which makes me wonder why they don't build huge data centres in northern Quebec. — Close to hydro generation. — Free cooling, both ambient air and the cold river water. — Do these take lot of pe...
How Taiwan and South Korea are using chip know-how, willpower, and supply networks to stay ahead of the US, offering lower costs and faster construction times
The companies and governments have know-how, willpower and supply networks that likely surpass America's big push back into chip production
US data center demand for crypto mining and AI are putting new pressures on an overtaxed power grid, as bottlenecks mount and utilities struggle to keep up
AI and the boom in clean-tech manufacturing are pushing America's power grid to the brink. Utilities can't keep up.