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The U.S. grid is so weak, the AI race may be over
China is “set up to hit grand slams,” longtime Chinese energy expert David Fishman told Fortune. “The U.S., at best, can get on base.”
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. In a recent research note, Stifel Nicolaus warned of a looming correction to the S&P 500, since it forecasts this data-center capex boom to be a one-off build-out of infrastructure, while consumer spending is clearly on the wane. Even if AI demand in China grows so quickly renewable projects can’t keep pace, Fishman said, the country can tap idle coal plants to bridge the gap while building more sustainable sources.
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