US-China AI war boils down to a contest over electricity

The proliferation of artificial intelligence models and the increasing parity in their performance suggest they are becoming a commodity. Soon, AI services will be priced by cost rather than the uniqueness of their model. With electricity the main cost of the services, the AI war between China and the United States is turning into a straightforward contest over electricity output and price.
Open-source AI models are sprouting up like bamboo shoots in China. The American AI community has argued...