21
2mon
6

The AI Race Isn't About Chips, It's About Power

https://dialecticaldispatches.substack.com/p/the-ai-race-isnt-about-chips-its
cfgaussian - 2mon

Surprised you didn't mention China now starting to build the world's largest hydroelectric dam on the Yarlung river. Dovetails perfectly with the point you are making here and the other examples you gave. That's an additional 60GW by 2035, or maybe even earlier.

Great write-up by the way!

11
☆ Yσɠƚԋσʂ ☆ - 2mon

Oh yeah, totally forgot about that one, there's just so much crazy stuff happening in China in now. And thanks, I have an idea for a follow up too. I was reading a bit about how the chips burn out after 2-3 years of use, and you need rare earths for their manufacturing. With China cutting the supply off, the west might find itself with a chip shortage soon.

5
SouffleHuman @lemmy.ml - 2mon

https://lemmy.ml/pictrs/image/a9ef8090-f06b-4511-80e9-14721efab606.jpeg

Solar is really the star of the show. It is getting incredibly cheap, increasingly automated, and are expected to last 30-40 years while retaining >80% generation capacity. Funnily enough, the US is losing in this area to India. They aren’t even trying to compete with China at this point.

9
☆ Yσɠƚԋσʂ ☆ - 2mon

yup

4