The CEO of Nvidia said something in April that still hasn't sunk in.


China has datacenters sitting completely empty. Fully powered. Right now.
"They have ghost cities. They have ghost datacenters too. If they wanted to, they just gang up more chips."
The AI race was never just about the best model.
It was always about who scales fastest.
China already has the infrastructure.
The West is still building it.
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