Part 6/8:
The Global Competitive Landscape
While American companies like Nvidia, AMD, and hyperscalers currently lead the charge, the global competition is heating up. China, in particular, is making significant strides, especially in open-source AI models and power infrastructure. Chinese firms and data centers are gaining ground not only because they can produce and operate at competitive costs but also because they are less constrained by energy costs and supply issues prevalent in the US.