The outcome of the next stage of the global race for supremacy in the field of artificial intelligence will be determined not by algorithms and semiconductors, but by electricity. And here China has a clear advantage. Western tech giants emphasize closed, capital-intensive models that require huge computing power. China has opted for open-source AI models and is actively building renewable and nuclear power capacity, positioning itself for mass adoption of powerful AI technologies, but without the high costs. Jeffrey Wu, Director of MindWorks Capital in a column for Project Syndicate writes that these differences are fundamental.

Jeffrey Wu

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Electricity will decide the fate of the AI race: How China is turning energy into intelligence