While the focus remains on GPU access, the real constraint in the global AI race is shifting toward energy capacity and infrastructure. China is currently executing an massive energy rollout, positioning itself to scale AI inference capabilities despite hardware limitations. As the cost of power becomes a defining factor, the strategy moves from acquiring scarce high-end chips to leveraging abundance and efficiency. Eugene Cheah highlights how cheaper energy and high-volume alternatives like Huawei chips create a new paradigm for inference, challenging the assumption that superior hardware alone dictates dominance.
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