Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk and Futurum CEO Daniel Newman have pointed toward data to make a stark argument: the global AI race may be decided by energy capacity, not semiconductor dominance.China's Power Buildout Outpaces U.S.The new data shows that China has been dramatically outpacing the U.S. in electricity generation growth over the past year, led by a massive surge in solar power additions.The figures indicate China added several times more solar-generated electricity than the U.S., alongsi ...

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 ...