Chinese don’t have this issue. China and U.S. have different routes in developing AI.

Author: Eli (9859 Posts - Original UHND Member)

Posted at 7:02 pm on Aug 20, 2026

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China doesn’t pursue computing power, therefore has very low cost in AI infrastructures such as data centers and energy facilities related to them.

AI business in U.S. is like Amazon, NFL, i.e. they are building an empire. AI business in China is like Alibaba, College football, i.e., open source, grassroots, integrated with real economy.

This message has been edited 1 time(s).

Replies to: “Chinese don’t have this issue. China and U.S. have different routes in developing AI.”

The real problem with data centers: Their buildout costs are driving up interest rates. [LINK] - Curly1918 - 1:11pm 8/20/26 (15) [View All]
- I think the proper way to think about data centers is like utilities or infrastructure. [NT] - iairishcheeks - 7:38pm 8/20/26
- Chinese don’t have this issue. China and U.S. have different routes in developing AI. - Eli - 7:02pm 8/20/26
- And the burgeoning use of Credit Default Swaps by Hedge Funds isn't music to the ears of "Free Cash - TyroneIrish - 6:54pm 8/20/26
  - Just as with all the subprime mortgages at the time of the 2008 crash, there shall be serious losers - Curly1918 - 8:15pm 8/20/26
    - And most egregious are those who seek $1.5T Defense Expenditures, while giving Tax Breaks to those - TyroneIrish - 8:50pm 8/20/26
- Good grief - stop already - Nigel Tufnel - 5:54pm 8/20/26
  - I tend to agree. I also look at who is against data centers - that always help clarify things when - BaronVonZemo - 9:35pm 8/20/26
  - I'm still trying to figure out the fear of datacenters. - NedoftheHill - 7:37pm 8/20/26
    - So, data centers = AI. - iairishcheeks - 1:30am 8/21/26
    - The objections are rooted in the distain that datacenter builders have for local communities...odd - TyroneIrish - 9:04pm 8/20/26
    - There are Luddites in every generation. The bigger problem is that so many do not fear debt. - Curly1918 - 8:06pm 8/20/26
      - Yes. And anyone who looks at the issue knows we can only reduce debt by inflating the dollar. - NedoftheHill - 8:38pm 8/20/26
        
        Without AI I think we'd be in a recession or perhaps a depression. - iairishcheeks - 1:32am 8/21/26
  - A mere $1.4 Trillion... can't possible impact credit markets. Right? [LINK] - Curly1918 - 6:18pm 8/20/26
    - That's a bit misleading - Nigel Tufnel - 11:02pm 8/20/26

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