The End to End Spectrum of AI Dominance

The United States’ and China’s race for AI dominance is unfolding across three essential building blocks: compute/data centers, energy, and critical supply chain components. Silverado’s new brief The End to End Spectrum of AI Dominance examines where both countries stand along each of the pillars.

Key Findings:

• The United States currently leads significantly in compute capacity, a result of its far greater access to advanced GPUs. It also possesses over half the world’s data centers.
• China’s access to advanced GPUs has been hampered by export controls, yet it is making strides in improving domestic production. Its data centers have faced vacancy issues in some cases.
• The U.S. has struggled at times to meet the energy demands of AI. China’s energy grid has seen less reports of AI-related strain.
• China dominates many critical sections of the AI supply chain, including the processing of key minerals.