I think China would win. They simply have SO MUCH more electricity build. They are constantly bringing more online as well. They could capitalize on manufacturing and AGI with their technology would be able to do things in the physical world.

We don't do a lot of the essential manufacturing for those GPUs.

And AGI automates the US competitive advantage (white collar work). Plus we're gutting our universities and national science funding so we're losing that anyways.

Assuming AGI leads to high unemployment, how would the US economy fair under the current administration, which has said no to UBI?

Where are those NVIDIA cards build?

If they got AGI, then the wouldn't the AGI pop out all the CAD plans for design of machines to make them, machines/robots to assemble them and so on?