AI Race May Turn on Computing Power, Not Chip Nanometers by 2030

Analysis argues that the China-U.S. AI competition will hinge on deployment of computing power (gigawatts) rather than chip manufacturing precision (nanometers) by 2030. This reframes the strategic focus from semiconductor fabrication to energy and data-center infrastructure. The claim is an analytical projection, not a confirmed event, and its significance lies in shaping policy and investment priorities.