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Investors are keeping a keen eye on the computer chip competition that has been ignited by the U.S.-China contest for global AI supremacy. However, Wall Street might be zeroing in on the wrong aspect. The true game - changer is situated in an area that's frequently overlooked: energy, with a particular emphasis on nuclear power. Let's face it, even the most cutting - edge AI chips are nothing but useless pieces of hardware without a reliable power source. Nuclear energy is swiftly emerging as one of the pivotal solutions to bolster AI development and safeguard against potential energy shortages. In the grand scheme of the U.S.-China AI competition, it's not just about who can produce the most powerful chips; it's also about who can ensure a stable and sufficient energy supply to power those chips and drive AI innovation forward.
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