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Either way they may lack the rare earths supply and electricity generation capacity to be competitive with China.
China won the trade war and controls the supply chains and generates a shit ton of electricity with future surpluses projected while USA stumbles along on fossil fuel dependence and stagnant production of electricity.
It costs 6X as much to build new nuclear generation in USA as it does in China.
Having plenty of low cost electricity is key to Chinas competitive advantage in manufacturing and the post industrial economy.
God you don’t pay any attention to states and it’s honestly annoying because you wouldn’t say stupid shit like the US has stagnated in production of electricity. That’s such a terrible take because it’s just not true. We are producing more electricity it might be straining the grid but we are turning on power demand as needed. Otherwise Texas and the PJM wouldn’t be setting new demand records year over year.
Maybe read and google before you type. The US still has some of the cheapest power in the world and yes it’s gone up and people are pissed but that’s what happens when your electricity goes from dirt cheap to cheap.
Also -
https://www.wsj.com/tech/china-ai-electricity-data-centers-d2a86935
'ULANQAB, China—The U.S. invented the most powerful artificial-intelligence models and controls access to the most advanced computer chips, but China has an ace to play in the global AI contest.
China now has the biggest power grid the world has ever seen. Between 2010 and 2024, its power production increased by more than the rest of the world combined. Last year, China generated more than twice as much electricity as the U.S. Some Chinese data centers are now paying less than half what American ones pay for electricity.
“In China, electricity is our competitive advantage,” Liu Liehong, head of China’s National Data Administration, said in March.
The push for power supremacy is transforming remote expanses of Inner Mongolia, a Texas-like landscape of wide-open spaces now dotted with thousands of wind turbines and crisscrossed by transmission lines. They provide electricity for what officials describe as a new “cloud valley of the grasslands,” with more than 100 data centers in operation or on the way.
That is just the beginning. Morgan Stanley forecasts that China will spend some $560 billion on grid projects in the five years through 2030, up 45% from the previous five years. Goldman Sachs predicts that by 2030, China will have about 400 gigawatts of spare capacity, about three times the world’s expected data-center power demand at that time.'
WSJ
The stats say otherwise.
China is producing a huge surplus of electricity and its delivered at less than half the cost to manufacturers and consumers.
Less than half what US consumers and producers pay.
This is a significant economic advantage to the Chinese economy.
It may well come at an environmental cost, but wars do that.
USA should know that with the costs it has imposed on multiple nations it is imposed its will on...or do you forget the inconvenient trappings of power when you are winning?
Power generation has been fundamental plan in their mercantile state capitalist model of development and continues to be with projected power surpluses well into the future.
Correction xAI is merging into SpaceX..... That makes a ton more sense