AI at scale is constrained by physical inputs, and China has 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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ft .com/content/d9af562c-1d37-41b7-9aa7-a838dce3f571
Aravind Srinivas just explained why China’s open-source AI may become more powerful than ever. And why Anthropic has lobbied very hard for export control. "the ...