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The image contains text discussing energy capacity limits in the U.S. and China's solutions to power demand. It highlights how Ohio faced challenges with grid capacity, while China is increasing its installed power capacity significantly, particularly through solar and wind energy. Future projections indicate…

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https://cdn.toad.social/media_attachments/files/115/572/906/270/869/889/original/6db6a2ee2f9e541c.jpeg

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

    In conversation about 9 days ago from toad.social permalink
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