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Continuum · August 8 · 54 min

America's AI Gamble

Keith and Ryan discuss America’s enormous gamble on artificial intelligence. From record AI investment, data centres, and the growing weight of the sector in the US economy to China’s rapidly improving open-source models and the possibility that cheaper systems could erode America’s lead. How reliant has the US economy become on the AI boom? Can China catch up without matching American spending? And what warning signs would suggest the AI bubble is finally beginning to burst?

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Keith and Ryan discuss America’s enormous gamble on artificial intelligence. From record AI investment, data centres, and the growing weight of the sector in the US economy to China’s rapidly improving open-source models and the possibility that cheaper systems could erode America’s lead. How reliant has the US economy become on the AI boom? Can China catch up without matching American spending? And what warning signs would suggest the AI bubble is finally beginning to burst?

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