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The article suggests that rapidly growing AI computing demand could make power supply a bottleneck. China, with its decades of energy infrastructure investments, has a head start in this competition, while the US may be neglecting energy issues due to its intense focus on chips.
Anthropic released a paper arguing that the US and allies can lock in a 12-24 month AI lead by 2028 by restricting China's access to advanced compute and model outputs. It highlights China's use of loopholes, smuggled chips, and distillation to stay close, and frames advanced chips as the central bottleneck for AI power.