Merril Lynch: Putting the “Power” in the U.S.-China Great Power Rivalry
15/12 09:30
”The U.S. still leads the world in advanced AI chip technology. But when it comes to the infrastructure required to accommodate rising electricity demand, the U.S. is behind—and then some. And it’s not just about the buildout of AI data centers. Simply put, U.S. economic growth is becoming increasingly electricity-intensive. Think reshoring, domestic prioritization of […]...