The true bottleneck of AI is not chips but electricity. And there China has a great asset
Data centers are Electricity devourers. A single training cluster can spend more light than 100,000 houses. And while we become obsessed with the semiconductor war, the main problem is still there, in silence: electricity. Why is it important. Training the most powerful models require superoring workers 24 hours for whole weeks. It doesn’t matter if … Read more
