AI war: China vs USA
Project Stargate was announced by the Trump Administration to win in the AI race, where major players are teaming up to advance the US in AI war and pitching in 500 Billion. Data centers, energy, human capital, chips/servers and tariffs.
First, let's look at Chips - Nvidia controls 80% of the market for AI chips.We limited the export of AI chips, in turn, China gets creative and builds DeepSeek using last generation chips.
Energy - China is clearly winning by building nuclear power plants with fast execution speed, while the US is muddling with building permits.
Human Capital: its 50/50 split with researchers and AI patents.
Laws: Trump's Government to the rescue to help US: DeepSeek is not globally banned, but its use is restricted on government devices and networks in various countries, including the U.S. (at state and federal levels).
If the US and Europe can find good enforcement methods of companies using DeepSeek, will keep the US in front of China for now.
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Project Stargate was announced by the Trump Administration to win in the AI race, where major players are teaming up to advance the US in AI war and pitching in 500 Billion. Data centers, energy, human capital, chips/servers and tariffs.
First, let's look at Chips - Nvidia controls 80% of the market for AI chips.We limited the export of AI chips, in turn, China gets creative and builds DeepSeek using last generation chips.
Energy - China is clearly winning by building nuclear power plants with fast execution speed, while the US is muddling with building permits.
Human Capital: its 50/50 split with researchers and AI patents.
Laws: Trump's Government to the rescue to help US: DeepSeek is not globally banned, but its use is restricted on government devices and networks in various countries, including the U.S. (at state and federal levels).
If the US and Europe can find good enforcement methods of companies using DeepSeek, will keep the US in front of China for now.
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