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The unprecedented speed and scale of the AI buildout, with billions flowing into chips, data centers, networks, and power systems, have focused attention on the challenge of building capacity. But the more important question may be whether enough economic value can be created to justify it.

Machine learning doesn’t replace human intelligence, but it can outlast human endurance, which makes it a very helpful tool for chemistry and material discovery. Scientists know the machine learning models can make predictions based on the vast reams of data it is trained on, but can it take it a step further and massively scale…