There are some differences in opinion. China is indeed not facing a nationwide power shortage, but it is experiencing a structural power deficit.

What China currently lacks is not the total annual electricity generation, but electricity during peak hours, electricity for load centers, stable and dispatchable electricity, and power capacity that can quickly connect to data centers and industrial projects.

Moreover, from a regional perspective, there is electricity in western China, but the eastern part needs electricity. There is solar power during the day, but electricity is needed at night. It is not tight most of the time, but very tight during peak periods. There is a lot of new energy installed, but stable and dispatchable power sources are insufficient.

Especially, AI data centers are different from ordinary industrial electricity usage. AI training and inference require a continuous and stable power supply, high power density data centers, low-latency networks, cooling systems, backup power, and substation capacity. During the day, solar can indeed help, but AI data centers do not operate only during the day.

At night, on cloudy days, during extreme weather, summer peak, and winter peak, stable power sources are needed. Developing AI is not merely about having electricity, but about having stable, sustainably scalable, close to computing power demand, and fast grid-connected data center-level power resources.

This is also why I say that the future competition will not be just about computing power, but about power resources.

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