China’s Energy Surplus adds To Lead in AI Race With U.S.

Douglas McIntyre, Editor-in-Chief at Climate Crisis 24/7, explains how China’s vast electricity surplus is giving it a decisive advantage in the AI race. Unlike the U.S., where grids operate with slim reserve margins, China has maintained an 80% reserve margin for decades thanks to heavy investment in energy infrastructure. This abundance allows China to expand AI data centers without straining its grid, making electricity a key weapon in the global AI competition.