2025-12-21 23:33:44

The global AI competition isn't actually about who builds the smartest model anymore. It's turned into a two-sided arms race between superpowers, and it's way more complex than that.

Think about it: sure, model capability matters, but the real bottleneck? Power grids. GPU access. Top talent. Advanced semiconductors. Rare earth elements for battery tech and hardware. These are the unglamorous resources that actually win wars.

Whoever controls the semiconductor supply chain, who can source critical minerals, who has the electrical infrastructure to run massive data centers—that's where the actual leverage sits. It's not just about code anymore; it's about geopolitics mixed with physics and economics.

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0xOverleveraged

· 5h ago

ngl this is the real crux... the chip being choked is even more devastating than the Algorithm dominating.

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SignatureLiquidator

· 5h ago

The consensus on the chip supply chain issue has long been established, but most people are still fixated on the model digital volume, completely unaware that the real battlefield lies in energy and minerals.

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WenMoon