China has invested a ton in energy over the last 25 years. The US has been mostly stagnant.
An abundant future needs abundant energy! It's time to build.
4/ Energy is considered a solved problem. The Chinese government’s investment in sustainable energy — from advanced hydropower to next-generation nuclear — means that, relative to many other markets, electricity supply is secure and inexpensive. Everywhere we went, people treated energy availability as a given. This is a stark contrast to the U.S., where AI growth is increasingly tied to debates over data center power consumption and grid limitations.