The Real AI Arms Race Is Energy, Not Silicon
The race for artificial intelligence supremacy will not be won with chips alone but with cheap, abundant power. As AI models consume electricity on the scale of small cities, China’s vast renewable build-out and ultra-high-voltage grid give it a decisive structural advantage. The United States, fixated on silicon and sanctions, risks missing the real battlefield: energy sovereignty. In the new AI order, watts—not transistors—will determine who rules computation.