中美AI基础设施投入差距巨大，美国预计8.3倍于中国

China is growing very quickly in AI, but the scale difference is brutal, spending gap is enormous.

By 2027E, US hyperscalers are expected to spend about 8.3x more than Chinese hyperscalers on AI infrastructure.

And at least as of now, AI advantage is very much tied to compute access: GPUs, data centers, power, networking, cooling, storage, and the ability to serve models at massive scale.

Better algorithms matter, but when 1 side can deploy hundreds of billions more into infrastructure, it gets a much larger surface area for training frontier models, running inference, attracting developers, and subsidizing AI products.

So looks like top US AI companies will have far more muscle to roll out AI systems than their Chinese competitors over the next few years.