The past few years, being either compute constrained or energy constrained has driven many innovations in this space. Either way, higher availability of resources does not always equate higher utilisation.
> Sell as many AI chips into China as possible, use the money to purchase solar panel and battery factories, and build out electricity capacity as quickly as possible.
This... isn't how capitalism works. If nVidia or whoever sells chips the money doesn't just magically go into strategic infrastructure
This... isn't how capitalism works. If nVidia or whoever sells chips the money doesn't just magically go into strategic infrastructure