Market forces will fix this.
AI compute will go to places where energy is cheap
AI compute will go to places where energy is cheap
source: Chile National Data Centers Plan | 2024-2030 MinCiencia Ministry of Science, Technology, Knowledge, and Innovation
note - this is "promoting the sustainable growth of the data center industry" .. you know it has to be sustainable
Don't get me wrong, I'm all for those plans. But it will take 5 to 10 years while China has a 15 year headstart.
You can't print energy and you can't print infra. Nine women can't have a baby in a month.