The power crunch threatening America's AI ambitions

Not a new tale, but the article has a decent amount of data.

doesn't seem paywalled, but just in case: https://archive.is/BwtDz (scroll down).

if this crunch really does materialize, I wonder what parts of the ecosystem (in the US) will benefit.

Power seems to be one big structural advantage china has here. No way we will learn build on their scale.