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AI experts return from China stunned: The U.S. grid is so weak, the race may already be over [Fortune]

“Ma, a renowned expert in Chinese technology and founder of the media company Tech Buzz China, took her team on the road to get a firsthand look at the country’s AI advancements. She told Fortune that while she isn’t an energy expert, she attended enough meetings and talked to enough insiders to come away with a conclusion that should send chills down the spine of Silicon Valley: In China, building enough power for data centers is no longer up for debate.

‘This is a stark contrast to the U.S., where AI growth is increasingly tied to debates over data center power consumption and grid limitations,’ she wrote on X.”

Read the full article at Fortune: 

fortune.com/2025/08/14/data-centers-china-grid-us-infrastructure

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