POPA ReconThe global AI race is primarily a compute competition, dividing companies into three tiers based on power capacity: dominant US labs…
The global AI race is primarily a compute competition, dividing companies into three tiers based on power capacity: dominant US labs, fast-scaling Chinese giants, and smaller contenders including Europe’s Mistral US leaders like OpenAI (~15 GW including rented capacity), Anthropic, and Google hold massive advantages in compute, explaining their benchmark superiority, while Mistral operates at ~90 MW today with 1 GW ambitions by 2029 https://m-ric.com/blog/datacenter-buildout/
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