美国专家：AI开始拼芯片，最终拼能源，这一点中国完胜

Group 1 - The global AI competition is intensifying, with the belief that AI will lead to a new industrial revolution, particularly impacting the technology sector [1] - The United States is restricting advanced AI chips from entering the Chinese market, especially after the rise of Huawei's AI chips, leading to a global ban on their use [3] - AI chips are fundamental to AI development, but the importance of energy supply is becoming increasingly critical as AI consumption grows [5] Group 2 - The U.S. is currently at a disadvantage compared to China in terms of energy infrastructure, with an outdated power grid that cannot support the energy demands of AI [7] - China has advanced power grid technology and generates more new electricity capacity annually than the combined total of the UK and France, highlighting a significant energy capability gap [7] - While AI chips are essential, the ultimate limiting factor will be energy consumption, which cannot be circumvented, giving China a competitive edge in the AI race [9]