China’s $295 Billion AI Plan Has a Problem — And It Is Made in China
$295 billion. 80% domestic chips. One problem: China’s fabs can barely keep up. The structural bottleneck inside Beijing’s most ambitious AI plan.
China’s Secret AI Weapon Is Not a Chip — It Is Electricity
Elon Musk said it out loud in Davos: the limiting factor for AI is electricity — and China’s advantage is growing. Here is the infrastructure story that nobody is telling.