AI experts say U.S. grid bottleneck could cost it the AI race against China
Tech and energy analysts just warned that the fragile U.S. power grid is severely choking AI expansion, while China already treats data center power as a solved problem. Backed by nationwide reserve margins between 80% and 100%, China uses AI hubs to soak up excess power, leaving the U.S. trapped in regulatory delays and a tight 15% margin.