Core Argument - The global AI race may be determined more by energy capacity than by semiconductor technology, as highlighted by Tesla's CEO Elon Musk and Futurum's CEO Daniel Newman [1]. Group 1: China's Energy Growth - China has significantly outpaced the U.S. in electricity generation growth over the past year, particularly in solar power, adding several times more solar-generated electricity than the U.S. [2] - Musk described China's solar expansion as "incredible," emphasizing the need for the U.S. to match this pace to remain competitive [2]. Group 2: U.S. Energy Policy Concerns - Newman pointed out that while U.S. companies like Nvidia are ahead in advanced AI chips, a weak energy policy could undermine this advantage [3]. - The U.S. has neglected power generation and grid expansion for decades, which could hinder the ability to support energy-hungry AI systems [4]. Group 3: Future Energy Demand - Energy is becoming a critical battleground in the global AI race, with Michael Burry noting that China's expanding power generation capacity provides it with a built-in advantage [5]. - Goldman Sachs forecasts a 175% increase in global electricity consumption from data centers, including AI workloads, by 2030, equivalent to adding one of the world's top 10 electricity-consuming nations [6]. - In the U.S., power demand is expected to grow by approximately 2.6% annually through 2030, driven by rapid data center growth [6].

Uh so how much are you thinking right now about what what the new sort of configuration given all the things that the administration is trying to do in terms of bringing back certain business to the US. What what the energy requirements ultimately look like. I guess in simple numbers we think we need to add 100 gawatt of new firm capacity in the next 5 years. And when we arrived, when President Trump arrived in office, the plans and in cues was to close 100 gawatts, mostly of coal, a little bit of natural g ...