Part 10/12:
The competitive landscape is marked by strong moves from both Western and Asian tech giants. Microsoft, for example, announced over two gigawatts of new energy capacity—double the size of Colossus 2—indicating the strategic importance of infrastructure in AI supremacy. Meanwhile, China has been rapidly expanding its own data center footprint, possibly reaching hundreds of gigawatts of capacity over the coming years.
Josh comments that this global “brawl” over infrastructure and AI progress could, in essence, be a “world-ending event,” underscoring the enormous stakes involved. Generous investments from companies like NVIDIA, combined with government and independent research efforts, suggest a shared objective: pushing the frontier toward AGI as quickly and efficiently as possible.