China added 543GW of power in 12 months to fuel an AI economy — and wasted 360TWh
ccerrato147 · x · 2026-10-20
ccerrato147's thread on China's power buildout for AI and automation: China added 543GW of capacity in 2025 alone, yet curtailment is severe — an estimated 360TWh of wind and solar went unused in just H1 2026, roughly 10 months of France's power. Coal plants keep protected minimum contract sales, squeezing out renewables. Using Seres's Chongqing factory with 3,000+ robots as an example, he argues cheap reliable electricity is becoming an industrial superpower advantage for an economy of AI, robots, and automated factories.
Related event: China adds 543GW in a year but curtails 360TWh of wind and solar(2 posts)→
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