Keep in mind, while China is aggressively pushing for Data Centers and AI expansion like the US is, the one thing the US has to deal with is property rights and disjointed regulations. A lot of infrastructure projects in the US end up running over budget or get halted entirely, whereas in China, if the Government wants something built, they relocate you and take the land.
Many years ago, I remember Verizon wanted to build a Data Center in my area located in the middle of a farm field for their Terremark and 5G MEC projects. They had the ability to purchase the land. It was located in an industrial area near a power plant. The owner of an adjacent plot of land, who was doing absolutely nothing with said land (it was all weeds and brush), and still hasn’t done anything with said land, ended up blocking the entire project to the point where Verizon just gave up. This was before we got into the weeds with AI and Crypto, but back when the intent of a data center was still do something useful with it rather than waste power on unprompted/unasked requests.
Given China’s determination, the US will likely end up losing on the Infrastructure front, like it has been with many infrastructure projects. The US will continue to remain on the forefront for a while on engineering and development. But long term usage and deployment? That’s going to depend on who can open source all of this crap the fastest…
Keep in mind, while China is aggressively pushing for Data Centers and AI expansion like the US is, the one thing the US has to deal with is property rights and disjointed regulations. A lot of infrastructure projects in the US end up running over budget or get halted entirely, whereas in China, if the Government wants something built, they relocate you and take the land.
Many years ago, I remember Verizon wanted to build a Data Center in my area located in the middle of a farm field for their Terremark and 5G MEC projects. They had the ability to purchase the land. It was located in an industrial area near a power plant. The owner of an adjacent plot of land, who was doing absolutely nothing with said land (it was all weeds and brush), and still hasn’t done anything with said land, ended up blocking the entire project to the point where Verizon just gave up. This was before we got into the weeds with AI and Crypto, but back when the intent of a data center was still do something useful with it rather than waste power on unprompted/unasked requests.
Given China’s determination, the US will likely end up losing on the Infrastructure front, like it has been with many infrastructure projects. The US will continue to remain on the forefront for a while on engineering and development. But long term usage and deployment? That’s going to depend on who can open source all of this crap the fastest…