万亿，吊打美国！你还不知道？

Core Viewpoint - The article discusses the significant investment by China's State Grid in upgrading the energy system, emphasizing the competitive advantage in energy costs for AI development compared to the U.S. [4][6][7] Group 1: Investment in Energy Infrastructure - The State Grid plans to invest 4 trillion yuan in the energy system during the 155 period, marking a substantial increase in funding [4]. - The investment will focus on enhancing ultra-high voltage direct current transmission channels, aiming to improve cross-regional power delivery capacity by over 30% [6]. Group 2: Energy and Technology Advantage - The energy advantage translates into a technological advantage, as seen in Tesla's Shanghai factory, where the cost of electricity from local wind power is 40% lower than in Nevada, leading to a 15% reduction in battery costs [6]. - The low electricity costs in China enable the development of AI models at a lower expense, with training costs being 40% cheaper than in the U.S. [7]. Group 3: Future of AI and Energy Competition - The essence of the AI competition is rooted in energy competition, with the future dominance in AI likely belonging to those who can manage vast amounts of electricity [7].