We’ve finally reached that stage of the AI arms race where securing compute isn’t the primary concern for the world’s leading (tech) powers. Access to gigawatt scale electricity has emerged as the single biggest bottleneck to launching the latest and greatest AI datacenters, something that’s eventually going to tip the scales in China’s favour, according to NVIDIA CEO Jensen Huang.

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Speaking at the sidelines of the Future of AI Summit, Huang wasn’t talking about algorithms or ambitions, but practicality. And he believes it’s much easier for AI companies to access cheaper energy in China, he warned. While the West drowns in cynicism, red tape, and export bans, China is quietly building the future with cheap, abundant electricity. Add As

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