Rohan Paul@rohanpaul_ai · XAI 摘要
推文展示贵州山区绵延至地平线的太阳能板群，将裸露岩体转化为太瓦时量级的电力。引用观点指出，AI规模化发展受制于电力、矿产与磁铁供应链等物理输入，而中国在电力冗余以及数据中心与芯片依赖的关键矿物和磁材供应链上拥有主导优势。这一基础设施差距正成为AI竞争的核心变量。
🇨🇳 The scale of China's electricity projects is just on another level. A hillside in rural Guizhou， China covered in solar panels. Thousands of them stretched across mountain ridges to the horizon， transforming bare rock into terawatt-hour electricity.
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...