The ultimate game-changer is actually power-focused infrastructure. China's total electricity generation is already 2.4 times that of the U.S. China's annual increase in electricity generation is nearly 3 times the U.S.'s yearly growth. The U.S. sees a steady annual growth of just 2%~3% in electricity generation, while China's annual growth rate stays strong at 4%~5%. This multiplier effect is expected to rise slightly in the future. Summary: - Total electricity generation is larger than the U.S. - Growth in electricity generation is faster than the U.S. After AI catches up in chips and algorithms, the final competition will come down to electricity generation. There’s a chance to overtake. ⚡