China Expands Electricity Capacity, Gains AI Edge

Chinese authorities and industry observers warn that China's rapid electricity expansion — including plans to add over 3.4 terawatts in the next five years and surpassing 10 trillion kWh consumption in 2025 — gives it a decisive advantage in AI deployment. Bloomberg, the National Energy Administration, Elon Musk, Jensen Huang and Anthropic flagged that the US and EU risk falling behind without faster power upgrades.