Power, not chips, may be AI's binding constraint as China's grid expansion looms
ingliguori · x · 2026-10-23
- Bloomberg and BloombergNEF argue power, not chips, may be AI's binding constraint.
- China's installed renewable capacity and planned grid expansion give it an edge for AI compute and Physical AI via greater power flexibility.
- Author shares a diagram of China's energy edge and asks whether energy is central to readers' AI roadmaps.
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