China AI Chip and AI Data Centers Versus US AI Data Centers
by Brian Wang from NextBigFuture.com on (#70WXF)
The US and its hyperscalers are spending more money on AI and AI data centers. The US hyperscalers have huge capacity for $400 billion on capital expenditure and hundreds of billion on research. The US hyperscalers have more free cashflow to expand AI investments towards $1 trillion per year and beyond. China is getting Nvidia ...