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Why the US is "letting" China win on energy innovation (theconversation.com)

submitted 1 month ago by yogthos@lemmygrad.ml to c/technology@lemmygrad.ml

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[–] bobs_guns@lemmygrad.ml 11 points 1 month ago (2 children)

It's so funny to say the US has far surpassed China in AI when AI is the field where literally no company has a competitive moat to speak of besides Nvidia.

[–] BoxedFenders@hexbear.net 13 points 1 month ago

And Nvidia isn't even in the AI race- they're just the proprietor selling picks and shovels to the gold miners hoping to strike it rich. And so far, they're the only ones profiting from it, just like the pick sellers were during the gold rush.

[–] yogthos@lemmygrad.ml 10 points 1 month ago

Even nvidia isn't going to have an edge for long. Huawei can already make competitive compute clusters today.