Sou Hu Cai Jing·2025-08-16 12:33Group 1 - The core observation from the recent visit by Tech Buzz China's founder, Ma Rui, indicates that power supply issues for data centers are no longer a focal point in China, contrasting sharply with the ongoing discussions in the U.S. regarding electricity consumption and grid limitations related to AI development [1] - McKinsey predicts that global enterprises will invest $6.7 trillion in new data centers between 2025 and 2030 to meet AI development needs, while the current state of the U.S. power grid poses significant challenges to supporting such investments [2] - Chinese power expert David Fishman highlights that China's proactive investments in the power sector have ensured a high level of reserve capacity, providing a robust power supply for AI data centers, which is not the case in the U.S. [2] Group 2 - Fishman notes that China's advancements in power generation and transmission, as well as progress in next-generation nuclear energy, contribute to its strong power supply, which is difficult to imagine in the U.S. due to lower reserve margins [2] - Even if AI electricity demand grows rapidly, China has sufficient idle coal-fired power plants to activate while continuing to develop sustainable energy projects, unlike the U.S., which faces lengthy approval processes for new power generation capacity [2] - Data from the State Grid shows that electricity load in its operating area reached a historical high of 1.233 billion kilowatts, an increase of 53 million kilowatts compared to last year, reinforcing China's leading position in the AI sector [3]