China's secret weapon in AI race with US? Lots of cheap energy

In the race against China for AI supremacy, the United States dominates when it comes to access to the most cutting-edge semiconductors. But when it comes to powering the huge data centres that run on AI chips, China holds the clear advantage. A typical data centre can consume as much electricity as 100,000 households, while next-generation "hyperscale" facilities can gobble up as much power as two million homes, according to the International Energy Agency (IEA). China's access to an abundant supply of cheap electricity places it in the ideal position to meet such colossal energy demands. China already generates more than twice as much electricity as the US, a lead that is expected to widen amid an aggressive state-led investment in the country's energy grid.