⚡ The US is spending $650B on AI this year. China spent about $100B. But China added 8x more power capacity in 2025, and its models cost a quarter as much to run.

The AI race everyone's watching is about which model is best. The race that actually matters is about who can keep the lights on.

China treats electricity as infrastructure. State credit, central planning, 540 GW of new capacity in a single year. The US treats it as a market commodity, and now sits on a gas turbine backlog stretching 5-7 years out.

The US still has the best models. But the best model in the world is useless if you can't power it.

hermez.prose.sh/the-ai-race-is…

#AI #Energy #Infrastructure

The AI race isn't about who has the best model. It's about who keeps the lights on.

^prose.sh

2 - #Commons is a good idea but almost all tech comes from big pipes / big #infrastructure ...

therefore
- it's #hard to change that #relationship when the #provider is #State and it's #Companies who by default part collude for free data

and

individuals don't have the skills for servers etc

and

- Who / what would store all this expensive data? (People couldn't do half of what they do now if they pad for it)

Pax Silica is a United States-led international project. Its declared purpose is to counter reliance on China in semiconductors, AI and rare earth elements.
Countries that signed the "Pax Silica Declaration" at the December 12, 2025, summit in Washington, D.C. are: Australia, Israel, Japan, South Korea, Singapore, the United Kingdom, United States. 🧶

#hegemony #manipulation #ecosystems #innovation #digitalSovereignty #sovereignty #infrastructure #minerals #interference #intrusion #meddling #foreignPolicy #infrastructure #soberania #PaxSilica