Groq founder flags slowing US power production growth as AI buildout risk vs China

TheZachMueller · x · 2026-09-19

Groq CEO Stephen Balaban shares a chart from former US Treasury economist Ernie Tedeschi: growth rate matters more than absolute power deployed, and the industry "can't relax" until US power production returns to exponential growth with the US on track to surpass China.

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