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SouthBayDem

(33,367 posts) Sun May 24, 2026, 02:17 PM 2 hrs ago

What China Understands About AI and Energy That the US Doesn't - Wall Street Week

May 17, 2026
As the United States and China compete for dominance in artificial intelligence, energy is emerging as a critical battleground. Former Treasury Secretary Hank Paulson warns that while the US still leads in AI technology, electricity shortages could become a major constraint as data center demand surges. Former US Ambassador to China Nicholas Burns says China’s enormous investments in transmission, renewables, batteries, and power generation are already reshaping global supply chains, while Hoover Institution senior fellow Elizabeth Economy argues Beijing’s clean-energy strategy is as much about economic and geopolitical power as climate policy. Together, their assessments point to a growing reality: the AI race may depend not just on chips and software, but on generating enough power to sustain the technology.

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What China Understands About AI and Energy That the US Doesn't - Wall Street Week (Original Post) SouthBayDem 2 hrs ago OP

IMHO, I think we're still a long way from having a true AI, but we're getting there, as chip sizes continue to shrink, SWBTATTReg 2 hrs ago #1

SWBTATTReg

(26,414 posts)

1. IMHO, I think we're still a long way from having a true AI, but we're getting there, as chip sizes continue to shrink,

Reply to SouthBayDem (Original post)

Sun May 24, 2026, 02:32 PM

2 hrs ago

and AI platforms get more intelligent, more crammed w/ intelligence.

It's kind of self-defeating when there's a remark that AI race may depend not just on hardware and software but having enough power.

Perhaps there needs to be new sources or new developments of power, kind of like development of the A-bomb, where all sorts of things had to occur, separation and concentration of the isotopes into more concentrated masses, materials used in the manufacturing processes, etc.

I know that there's been a 'hidden' race for new sources of power, not just for this particular project (AI) but for general purposes. A kind of a 'next in major step' in moving up a tier in the development of new technologies, we're unable to get there because of the power demands and the inability to achieve needed power needed.

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