{"id":134589,"date":"2025-01-31T12:19:00","date_gmt":"2025-01-31T17:19:00","guid":{"rendered":"http:\/\/kendallharmon.net\/?p=134589"},"modified":"2025-01-31T17:48:47","modified_gmt":"2025-01-31T22:48:47","slug":"iiss-with-stargate-will-the-us-win-the-ai-race","status":"publish","type":"post","link":"https:\/\/kendallharmon.net\/?p=134589","title":{"rendered":"(IISS) With Stargate, will the US win the AI race?"},"content":{"rendered":"\n

A key determinant of becoming a global leader in AI is the ability to build an efficient, sustainable and resilient infrastructure that ensures energy is available, reliable and constant. The state of national power grids in China, the EU, and the US remains a significant barrier. China\u2019s creaking grid represents a major constraint to progress and the government is planning to invest<\/a> more than US$800bn over the next six years. The investment will support<\/a> Beijing\u2019s Eastern Data, Western Computing initiative, which aims to tap into China\u2019s energy resources in the west and transfer computing power to economic hubs along the coast.<\/p>\n\n\n\n

The European power grid is one of the oldest<\/a> in the world. Moreover, around 40% of the grid<\/a> is around ten years off its expected lifespan, while over half of the physical grid needs<\/a> to be repaired or replaced. It remains uncertain whether the estimated US$584bn in European grid investments needed this decade will materialise. In 2024, the EU\u2019s Modernisation Fund handed out<\/a> almost US$3bn to modernise member states\u2019 energy systems, amongst other activities.<\/p>\n\n\n\n

The ageing and fragmented US grid comprises<\/a> three main regions (Western, Eastern and Texas), which remain inefficient, especially for interconnections between regions. The US Department of Energy (DoE) estimates<\/a> that power outages cost the US economy US$150bn annually. Modernising the US grid will cost<\/a> trillions over the coming decades.<\/p>\n\n\n\n

Read it all<\/a>.<\/p>

Building AI infrastructure is only one part of the story, as sovereign AI capabilities may prove more decisive.

Read the latest analysis by Charlie Edwards: https:\/\/t.co\/5y4Hb1bd1o<\/a> pic.twitter.com\/HWb7vskEoL<\/a><\/p>— IISS News (@IISS_org) January 31, 2025<\/a><\/blockquote>