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Building AI data-center shells versus having the cards
A user argues China, perhaps Huawei specifically, can build excellent data-center shells much faster than the US, but says that doesn't establish whether they have the cards.
TLDR
A user argues that China—and perhaps Huawei in particular—can build excellent data-center shells much faster than the US. They say that construction speed reveals little about whether the announced AI data centers have the cards, calling those projects “Potential Man” territory for now.
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