6 pointsby JSR_FDED3 hours ago2 comments
  • jqpabc1233 hours ago
    In other words, the future of AI will belong to the lowest cost provider.

    AI is energy intensive so being the lowest cost provider will likely hinge on energy costs.

    Non-renewable, carbon based energy is more expensive and thus a competitive liability in the AI race.

    In other words, China gets it, the USA doesn't.

    https://www.energyprices.net/renewables/chinas-clean-energy-...

    • ericmay2 hours ago
      > This means that coal, despite now accounting for less than 50% of installed capacity, still produces roughly three to four times more electricity than solar and wind combined. China’s electricity generation mix remains dominated by coal, which supplied approximately 58% of the country’s electricity in 2025.

      Interesting

      • verdverman hour ago
        It's not that interesting. (1) The trend is clear, China is well on the path to being primarily renewables (2) the type of coal plant makes a difference, China has been building more modern and efficient coal plants (ultra critical turbines) meaning they get more juice from the coal.

        You can see the effect in the air pollution monitoring, China has reversed course on this front.