TLDR: U.S. AI growth is hitting a wall because the power grid is weak and slow to expand. China has huge surplus power and uses data centers to soak it up. State-led, long-term planning gives China an edge, and the U.S. will fall behind unless it changes.
That’s why they’re trying to make data centers abroad, like at least here in Brazil, I know data centers are not exactly computing centers but I think it’s somewhat possible to convert once it’s properly set up