The race for Artificial Intelligence (AI) supremacy is fundamentally an escalating energy war.
China's centrally planned "AI-Energy" policy is establishing a critical infrastructure advantage, threatening US technological leadership.
forcing the West to abandon strict free-market ideology and adopt its own form of strategic state capitalism to compete.
Limiting factors for AI development, such as compute and talent scarcity, are being overshadowed by a foundational constraint: energy.
Author's summary: China's energy policy threatens US AI dominance.