Reading this a bit late (flagged by the Substack algo) but it’s still relevant. The PLA probablyhas been tapping into these western data hubs for AI training and simulations. However, with many centers underperforming, it’s unclear how effective this strategy has been. The infrastructure is there, but utilization seems to be lagging. https://ordersandobservations.substack.com
This is a really great topic.
thanks Michael! Will be writing more on it soon.
Thank you. This is very interesting!
Reading this a bit late (flagged by the Substack algo) but it’s still relevant. The PLA probablyhas been tapping into these western data hubs for AI training and simulations. However, with many centers underperforming, it’s unclear how effective this strategy has been. The infrastructure is there, but utilization seems to be lagging. https://ordersandobservations.substack.com
Excellent read!