
The future of artificial intelligence may depend less on chips from Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD), and more on the raw watts needed to power data centers.
America's lead in the global artificial intelligence race is dangerously walking a tightrope, as a looming domestic power shortage threatens to stall progress and open the door for China to seize the upper hand, according to Goldman Sachs.