AI experts return from China stunned: The U.S. grid is so weak, the race may already be over
fortune.com
China is “set up to hit grand slams,” longtime Chinese energy expert David Fishman told Fortune. “The U.S., at best, can get on base.”

TLDR: U.S. AI growth is hitting a wall because the power grid is weak and slow to expand. China has huge surplus power and uses data centers to soak it up. State-led, long-term planning gives China an edge, and the U.S. will fall behind unless it changes.