Conversation

"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