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Fortune

Grace Shao

The U.S. leads on chips, but China has an underrated advantage in the race to adopt AI

China United States Mark Zuckerberg Microsoft Meta Nvidia

(Credit: Costfoto—NurPhoto via Getty Images)

Who will win the AI arms race? The U.S. is clearly miles ahead of China when it comes to the sophistication of its chips. But an Nvidia processor is only part of what's needed to adopt AI.

AI relies on real-world infrastructure: servers, data centers and stable power. That needs energy, land, and other resources, not just GPUs.

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