Welcome to our guide to the commodities markets moving the global economy. Today, reporter Dan Murtaugh takes a look at Washington and Beijing’s strategies to fuel the artificial-intelligence boom.
The US and China have starkly divergent visions of the future of energy, and they’re bringing them to play in the race to power artificial intelligence.
Running the computers needed to train and run the ChatGPTs and DeepSeeks of the world requires a lot of electricity. Total consumption from data centers is set to quadruple during the next decade to 1,600 terawatt-hours a year, according to BloombergNEF.
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