AFAIK in USA it is pretty common to build the power infra structure as part of the AI data-centers that need it.
This has already been pretty common for normal data-centers for years.
USA never really had good public service infra structure for it. While for instance in Denmark many companies build data-centers because Denmark both has good infrastructure, and also can supply data-centers with relatively cheap energy from renewable sources, without the company having to foot a giant bill to invest in that too.

The American model is of course inferior, but it's not like it doesn't work at all, it just makes it more expensive.
On the other hand, in USA they can bribe White House, and do almost whatever the fuck they want. That is NOT an option in China, where it can result in a literal death penalty for the CEO if tried!

So, a few months ago China launched Deepseek and the narrative on US media was all "the fact they didn't have access to the latest Nvidia GPUs forced them to get creative and develop a model that is more efficient and cheaper".

Now the US is getting behind on "AI wars" because China has more energy for huge data centers?

How about the US get creative and develop LLMs that are actually useful and can work without sucking Gigafucks of electricity?

Blessed be the Temu empire

Everywhere we went, people treated energy availability as a given,” Rui Ma wrote on X after returning from a recent tour of China’s AI hubs. 

For American AI researchers, that’s almost unimaginable. In the U.S., surging AI demand is colliding with a fragile power grid, the kind of extreme bottleneck that Goldman Sachs warns could severely choke the industry’s growth.

I guess burning coal as fast as possible means energy is a "solved problem" for China?