For much of the past year, the debate among AI leaders has been whether to slow the pace of artificial-intelligence development. Last week, those outside of that select community finally had their say. Voters of all stripes chose to pull hard on the only lever available to them.
Building data centers in the U.S. just became even more difficult, but perhaps as important, voters issued a challenge to the AI billionaires behind them. Victorious Democrats must now contend with the outcome while ensuring U.S. AI labs remain competitive on the global stage.
In China, the bottleneck is in finding enough cutting-edge chips to fill its AI factories. In the U.S., the challenge is building enough factories to hold all of its chips. Which scarcity proves the greater handicap in the AI race remains to be seen.
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