The image features text discussing the increasing power consumption of data centers in the U.S., projected energy demands, and current power grid constraints. It highlights statistics on electricity usage, growth projections, and the challenges data center executives face in ensuring reliable power connections.

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   Kim Perales (kimperales@toad.social)'s status on Wednesday, 19-Nov-2025 07:39:35 JST Kim Perales

   "US:🚨5,381 data centers comp to #China's 449. American thesis: most adv infra wins the #AI race.

   CN: diff strategy. While US:🚨bldg mass facs packed w exp GPUs w less power, CN open sourced frontier level AI models. DeepSeek trained a front model for $5-6M. OpenAI spent 10s of Ms on=capability. CN power cap: expected to hit⚡3.99T Ws *end of 2025 -solar & wind: nearly 1/2 their gen *added 197 GWs of solar +46➡️wind -1st 5 mos of 2025, renew adds -🚨US can't match."⬇️
   -Stk Mkt News
   #Renewables #USPol