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.
Good. I’d rather see the leading edge of AI development under the regulation and discretion of the PRC than under the unregulated control of private interests.