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0 pointsbryanlarsen1d ago0 comments

Power is foundational to pretty much everything. Cheap power is going to give China a massive advantage in everything; AI is just incidental.

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seviu1d ago

Cheap power at what cost for our planet?

Not long ago we were crying death to bitcoin, it’s going to destroy the planet.

Come AI, with unlimited power demand. Everybody screaming we need more power.

We need infrastructure, clean energy, even nuclear. We are doing all in the wrong order.

FabCH1d ago

China added 315GW of solar in 2025.

For context, EU added 65 and US 43.

In one year, China _added_ almost the total capacity EU has.

China is the one place where AI actually can use clean energy…

DennisP20h ago

China also has 1,271 GW of coal capacity, and is planning 500GW more.

bryanlarsenOP20h ago

And their coal capacity factor (ie the percentage of time they use their coal) is dropping at about the same rate.

tedd4u22h ago

Possibly France, too.

- 70% nuclear

- 26% renewables

- 4% gas/coal

stubish13h ago

That power is already being used, and excess exported to neighboring countries.

usrnm20h ago

France cannot really add more of it. Not fast and cheap enough, anyway

lejalv22h ago

...and China manufactured almost the totality of the EU and US solar capacity.

bix61d ago

China is the leader in solar?

seviu21h ago

For a while already

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