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A comment on America is getting an AI gold rush instead of a factory boom. Parent comment

Re:America is getting an AI gold rush instead of a factory boom by Rover222 on Tuesday October 14, 2025 @02:50PM (#45583420)
Each datacenter iteration that increases the size and power consumption is a stepping stone towards (possibly) recursive self-improvement in AI tech. I think that's the way to frame the absolutely massive bets being made by (only a few) companies. There aren't many companies or nation states in the world that can marshal the resources and talent needed to keep competing on this path.

It's a race to the the most powerful and transformative technology in history.

Or it might all collapse like a house of cards. But worth a shot.

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Re:America is getting an AI gold rush instead of a factory boom by SaltyBackendGuy on Tuesday October 14, 2025 @02:57PM (#45583487)
> But worth a shot.

Worth betting the entire US economy on it?

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Re:America is getting an AI gold rush instead of a factory boom by Rover222 on Tuesday October 14, 2025 @03:01PM (#45583527)
Only a significant portion of it.
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Re:America is getting an AI gold rush instead of a factory boom by Braxton1980 on Tuesday October 14, 2025 @03:02PM (#45583534)
No. Nothing is but is that what's happening?

Huge bets were made on the Internet technology in the US and it paid off even with the dot com bubble bursting.

If we don't stay on top of technology then we will simply be passed by China.

People also said the Internet was going revolutionize everything in the 90s and it did. AI is already pretty impressive and we are just in the infancy of the technology.

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Re:America is getting an AI gold rush instead of a factory boom by bobbylarrybobby on Tuesday October 14, 2025 @03:41PM (#45583904)
The thing is, China seems to be able to keep up with much less invested. I don't know how much it took for them to create DeepSeek and their other power efficient models, but it sure doesn't take much to run them. Meanwhile American AI seems to have a limitless hunger for energy.
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Re:America is getting an AI gold rush instead of a factory boom by Rover222 on Tuesday October 14, 2025 @04:12PM (#45584208)
China is doing what they have done best for decades - lean on western tech, and improve it's efficiency. They're still clearly behind on SOA developments in AI.

But they are obviously rocketing ahead in energy capacity, which will be the real bottleneck as data centers continue to scale.

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Re:America is getting an AI gold rush instead of a factory boom by Braxton1980 on Tuesday October 14, 2025 @05:46PM (#45585427)
Then we should become more efficient. I do get your point that the amount of money available as investment could be responsible for inefficient growth (because the focus is only on the goal).

A solution could be competition locally by a more efficient implementations. There might also be push back by local populations if it causes energy prices to rise.

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Re:America is getting an AI gold rush instead of a factory boom by integralid on Tuesday October 14, 2025 @07:04PM (#45586047)
>AI is already pretty impressive and we are just in the infancy of the technology.

What do you mean by infancy? AI research exists for at least 50 years, longer than web development.

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Re:America is getting an AI gold rush instead of a factory boom by Rover222 on Tuesday October 14, 2025 @10:01PM (#45587272)
You’re just being difficult. It’s obviously changed trajectories massively since transformers came along.
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