GOLDMAN: CHINA’S POWER SURPLUS MAY BOOST AI LEAD Goldman Sachs says China’s fast-growing electricity supply could give it an edge in AI data centers. By 2030, China may have 400 GW of spare power—far above global data-center needs—while the US faces tight grids and rising electricity use. China already hosts 25% of global data-center capacity and could narrow the gap with the US’s 44%, as limited US spare capacity risks slowing future growth.(*Walter Bloomberg)