During the Spring Festival of 2026, while the whole world was still marveling at the latest model parameters from OpenAI, China showcased another aspect of AI to the world through a Spring Festival Gala—embodied intelligence's physical manifestation.

Flipping through the program of the 2026 CCTV Spring Festival Gala, we witness an unprecedented "AI military parade." It is no longer the simplistic mechanical dance displays of a few years ago, but a concentrated explosion of China's robotics industry with "multiple companies, multiple models, and full scenarios."

• Magic Atom’s full-stack cluster made robots the best "atmosphere group," dancing alongside Chen Xiaochun and Yi Yangqianxi in "Intelligent Manufacturing of the Future," with movements so coordinated that it's hard to tell if they're real or fake.
• Unitree’s G1 and H2 robots demonstrated astonishing motion control capabilities in "War BOT"—non-real-time remote control, relying solely on edge computing power for self-balancing. When H2, clad in a red robe, danced with a sword, it proved that the motion brains of Chinese robots have matured.
• Songyan Power made robots take on comedic roles in the skit "Grandma's Favorite," completing the transformation from "props" to "actors."
• Galaxy General’s Galbot G1 performed "Cracking a Walnut" in a microfilm, and behind this seemingly simple action was a peak display of dexterous hands and tactile feedback technology.

This Spring Festival Gala delivered a clear message: China's AI is not just alive in servers; it has grown legs and arms, stepping into reality.

However, just as we cheered for the robots, Wall Street across the ocean fell into a silent panic. They discovered that the "blood" fueling these AIs—electricity—is running dry. When we shift our gaze from the Spring Gala stage to the data centers in Silicon Valley, we will find the elephant in the room—electricity.

By early 2026, residential electricity prices in the United States had soared by 36%, reaching $0.18 per kilowatt-hour. But this is merely superficial; the core crisis lies in the collapse of the supply side. Training a GPT-4 level model consumes as much electricity as the total use of 100,000 households in a year. It is estimated that by 2028, the annual electricity consumption of U.S. data centers will skyrocket to 600,000 GWh.

The U.S. power grid is facing a double blow of "heart disease" and "vascular embolism," with 5% of electricity reliant on outdated fossil fuels and nuclear energy, which are facing an impending retirement wave. The U.S. power grid has divided into three major islands: the East, the West, and Texas, with poor interconnectivity. The approval for a cross-state transmission line can take as long as 15 years, leading to an inability to transmit wind power from the Midwest to the data centers on the East Coast.

As Sam Altman said: "Energy is currency." In today's Silicon Valley, what troubles CEOs is no longer chip quotas, but—where can they find enough electricity to run these chips?

If computing power is the engine of AI, then electricity is the fuel of AI. In this energy game, China has built a strategic moat in ten years of forward planning that the United States finds difficult to replicate. If computing power is the engine of AI, then electricity is the fuel of AI. In this energy game, China has built a strategic moat in ten years of forward planning that the United States finds difficult to replicate.

By 2025, China had completed 45 ultra-high voltage projects, with a total length of ultra-high voltage direct current transmission lines exceeding 40,000 kilometers. This "electricity highway" can transmit the abundant clean energy from the West to the data center in the East at millisecond speeds or directly support the "East Data, West Computing" hub. China possesses 35 of the world’s 37 largest high-voltage direct current cable systems, and this infrastructure gap is an insurmountable chasm for the U.S. in the short term.

The high energy consumption characteristic of AI naturally demands that energy must be clean. By 2025, China's installed capacity of renewable energy historically surpassed 60%, with new wind and solar installations exceeding 430 million kilowatts. In societal electricity consumption, nearly 4 out of every 10 kilowatt-hours are green electricity. While the U.S. is still entangled in delays on nuclear power plant construction, China has achieved parity grid connection for photovoltaics and wind power, providing a cheap and green energy solution for high energy-consuming AI data centers.

China is the global manufacturing center for transformers, with more than 60% of global production capacity. The biggest pain point in upgrading the U.S. power grid is the shortage of transformers, with delivery times extending to 3-4 years. Whether through re-export via Mexico or direct procurement, the maintenance of the U.S. power grid heavily relies on Chinese manufacturing. While U.S. data centers face shutdowns due to transformer shortages, Chinese power equipment companies are operating at full capacity, supporting the rapid expansion of domestic computing infrastructure.

The Spring Festival Gala of 2026 is not just a celebration of robots, but also a testament to China's industrial strength.

When we see Unitree's robotic dogs tumbling and Galaxy General's robots working on screen, let’s not forget: behind every agile movement, there are not only advanced algorithms but also stable electric currents transmitted from thousands of kilometers away through ultra-high voltage lines, supported by a powerful grid.

In this second act of the AI revolution, the marginal cost of computing power growth will no longer depend on the nanometer count of chips, but on the cost of obtaining joules. The U.S. has the most cutting-edge algorithm designs, but China possesses the most powerful energy conversion and delivery systems.

For investors, the logic has become very clear: in this gold rush, if Nvidia is selling shovels, then China's infrastructure builders (ultra-high voltage, power equipment, green energy) hold the true source of water.

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