AI 摘要
大规模人工智能受限于物理投入,而中国在电力方面拥有更大的余裕,并且主导控制着数据中心和芯片所依赖的多种矿物及磁体供应链。
AI at scale is constrained by physical inputs, and China has way more slack in electricity plus dominant control over several minerals and magnet supply chains that data centres and chips depend on.
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