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

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Source: South China Morning Post
Published: 2026-07-09 22:30 UTC+10:00
Section: Zhipu AI
Factuality Score: 100
Opinion Category: Neutral
Topics: Asia, Military & Defence, Technology & AI, Energy, China, War & Conflict, Asia Pacific
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Snippet:
As AI models become interchangeable commodities, the contest is down to service prices – which are driven by electricity output and cost
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