Carnegie Endowment's @SamWinterLevy explains the inversion between the US and China in the AI race: America needs power, China needs chips "Right now, China produces 2.5x as much power as the US. Power is not the constraint for them. The constraint is just access to chips, in part because of US export controls, in part because of the difficulties of building out a domestic supply chain. Power is not gonna be the bottleneck for them." "The underlying source of power is obviously an issue.…