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Today, only China seems to understand that the ultimate arena of competition is energy. While AI development in the United States is increasingly constrained by power shortages, China’s growing surplus of renewable energy could dramatically lower the cost of AI computing.

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Mario Nawfal

@MarioNawfal

Oct 4

CHINA PUTS SOLAR FARMS ON WATER. BECAUSE LAND IS FOR FOOD China dropped a gigawatt-sized floating solar plant off Shandong. Think: 1,200 hectares of panels on water, fish farms underneath, electricity above. The logic is brutal and simple: farmland feeds people, lakes feed x.com/MarioNawfal/st…

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6:15 AM · Oct 4, 2025

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Marko Papic

@Geo_papic

Oct 4

Reminds me of the kind of land use you see at the end of Civilization IV!

Do data centers work at night or when it’s cloudy? Without improving storage capacity can’t see solar as the primary energy course but as an adjunct.

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Leon-Gerard Vandenberg

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Shashank Nayak

@ShazCoder

Aug 11

One cool thing about renewables is that it allows a country to turn its industrial power into energy. This has a lot of geopolitical implications as it shifts the balance of power from the hands of ground rent collectors to technologists both intra and inter-nationally. x.com/business/statu…

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Shashank Nayak

@ShazCoder

Nov 15, 2024

There is a lot of talk about rise of Chinese advanced manufacturing and high-tech but I think the biggest story of "China Shock 2.0" would be the energy revolution and China potentially becoming the Saudi/Gulf state of clean energy with full control of green tech supply chain. x.com/GlennLuk/statu…

With the diluted concentration of lithium in the ocean and unlimited energy, US could produce enough lithium to meet demand. It also seems like China is focused on removing all dependence on the west (SMIC and less energy dependence) to invade Taiwan and avoid sanction impacts.

Don't forget to mention the insane amount of new coal power plants that China is building every year. The total number of coal power plants is around 1200 and it is growing fast! The number one polluter on Earth title is secured for a 100 years into the future