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Text discussing the comparative number of data centers in the US and China, highlighting differences in AI infrastructure strategies, including cost efficiency and AI model development.

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    Kim Perales (kimperales@toad.social)'s status on Wednesday, 19-Nov-2025 07:39:35 JST Kim Perales Kim Perales

    "US:🚨5,381 data centers comp to #China's 449. American thesis: most adv infra wins the #AI race.

    CN: diff strategy. While US:🚨bldg mass facs packed w exp GPUs w less power, CN open sourced frontier level AI models. DeepSeek trained a front model for $5-6M. OpenAI spent 10s of Ms on=capability. CN power cap: expected to hit⚡3.99T Ws *end of 2025 -solar & wind: nearly 1/2 their gen *added 197 GWs of solar +46➡️wind -1st 5 mos of 2025, renew adds -🚨US can't match."⬇️
    -Stk Mkt News
    #Renewables #USPol

    In conversation about 9 days ago from toad.social permalink
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