The infrastructure race, actually
What the US–China AI buildout looks like once you strip out the headlines and follow the compute.
Most coverage of the US–China (美中) AI race is written from the demand side — who has the best model this quarter. The more durable story is on the supply side: where compute is built, who controls the fabrication and the power, and how quickly capacity actually comes online on each side of the Pacific.
The gap that matters is not a single benchmark. It is the compounding advantage of an installed base — data centers, interconnect, and the operators who keep them full. That is the lens I use when I read each quarter’s announcements, and it is the one this site will keep returning to.
Draft — placeholder body. This seed piece exists to establish the report template and the on-site interactive edition. Replace this copy with the real analysis. The widget above uses clearly-illustrative numbers, not real data.