Comment by 2ndorderthought

Which one is #1? Alibaba, deepseek, or moonshot?

I think the Chinese government works differently than the US government. I think China has been subsidizing their electricity grid for decades and leading the world on sustainable electricity namely solar. While the us has let their infrastructure rot and laughed at government inefficiencies for about half that time. The US has data centers running on gas right now while waging wars blowing up gas infrastructure world wide. It would be comical if it wasn't an environmental disaster. Most of them have no hopes at even getting enough power in well established areas short term.

I realize what I am saying may come off as propaganda because the US holds net negative views on China so here are some links.

https://www.technologyreview.com/2025/07/10/1119941/china-en...

https://www.wired.com/story/data-centers-are-driving-a-us-ga...

I think because openai spent so much money upfront showing how it was possible to do this and laid out a product roadmap China got to get on board much cheaper and easier. I see no reason to not believe any of these companies when they say they didn't squander tons of money to do what they did because I don't know how openai has even spent all the money they have it's actually ridiculous to think about.

https://the-decoder.com/openai-adds-111-billion-to-its-cash-...