"China is catching up in AI despite significantly lower capital expenditure, while Europe continues to lag far behind. I looked at the numbers, and the conclusion is clear: despite spending around 90 percent less on capital expenditure, China is managing to catch up with Western frontier labs...."

China is catching up in AI despite significantly lower capital expenditure, while Europe continues to lag far behind.

I looked at the numbers, and the conclusion is clear: despite spending around 90 percent less on capital expenditure, China is managing to catch up with Western frontier labs.

Europe, by contrast, is significantly behind, both in data center investment and in the development of frontier models. — Chubby

Source: https://x.com/kimmonismus/status/2078114974535217462