AI experts return from China stunned: U.S. grid's so weak that race may be over
9 days ago
- #AI Infrastructure
- #Energy Policy
- #US-China Comparison
- China treats energy availability as a given, unlike the U.S. where AI growth faces power grid bottlenecks.
- China's deliberate overbuilding in the power sector ensures ample electricity supply, with reserve margins never below 80%–100%.
- U.S. struggles with grid limitations, political fights, and short-term investment focus, hindering AI infrastructure growth.
- China's governance model anticipates demand, directing state funds to strategic sectors, unlike the U.S.'s reactive, private investment-driven approach.
- Cultural attitudes in China prioritize pragmatic energy solutions, focusing on efficiency over moral debates like those in the U.S.
- Without significant changes, the U.S. will fall further behind China in energy infrastructure readiness for AI demands.