Inside the AI Cold War: Why Compute, Power, and Chips Decide Everything w/ Patrick & Duncan

Welcome back to the Milk Road AI. Today, we’re diving straight into the battlefield behind the markets: the AI Cold War. Google is surging, Nvidia is wobbling, Meta wants TPUs, the U.S. is calling AI a national-security priority, and China is only months behind in frontier models. Meanwhile… the biggest bottleneck in the entire AI economy might not be chips at all, it might be power.~~~~~🚨 Get 40% off All Access and unlock Crypto, Macro, and AI PRO in one shot, upgrade before Cyber Monday: https://link.milkroad.com/ai-blackfriday-28🧠 Join the Milk Road AI Newsletter waitlist and get ahead of the biggest tech shift before everyone else catches on: ⁠⁠⁠https://milkroad.com/ai/⁠⁠⁠⁠⁠~~~~~✊ Follow Milk Road on Social Media:👉 Twitter: ⁠⁠⁠⁠⁠https://x.com/MilkRoadAI⁠⁠⁠⁠⁠👉 YouTube: ⁠⁠⁠⁠⁠https://www.youtube.com/@MilkRoadAI⁠⁠⁠⁠⁠👉 Spotify: ⁠⁠⁠⁠https://link.milkroad.com/spotify-mr-ai⁠⁠⁠⁠👉 Apple Podcast: ⁠⁠⁠⁠https://link.milkroad.com/applepod-mr-ai⁠⁠⁠⁠~~~~~🎙 GUEST INFO 🎙Duncan: ⁠⁠⁠⁠https://x.com/FloodCapital⁠⁠⁠⁠Patrick: ⁠⁠https://x.com/Potrock_⁠📃 Disclaimer 📃The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.