Comment by bobbylarrybobby
14 hours ago
The thing is, China seems to be able to keep up with much less invested. I don't know how much it took for them to create DeepSeek and their other power efficient models, but it sure doesn't take much to run them. Meanwhile American AI seems to have a limitless hunger for energy.
China is doing what they have done best for decades - lean on western tech, and improve it's efficiency. They're still clearly behind on SOA developments in AI.
But they are obviously rocketing ahead in energy capacity, which will be the real bottleneck as data centers continue to scale.
Then we should become more efficient. I do get your point that the amount of money available as investment could be responsible for inefficient growth (because the focus is only on the goal).
A solution could be competition locally by a more efficient implementations. There might also be push back by local populations if it causes energy prices to rise.