How China’s Energy Supremacy Threatens U.S. AI Dominance

How China’s Energy Supremacy Threatens U.S. AI Dominance

The race for Artificial Intelligence (AI) supremacy is, fundamentally, an ever-escalating energy war.

China’s centrally planned, dual-track "AI-Energy" policy is establishing a critical, long-term infrastructure advantage that threatens the U.S.’s technological leadership, forcing the West to abandon strict free-market ideology and adopt its own form of strategic state capitalism to compete.

The current limiting factors for AI development – the scarcity of compute and of world-class talent – are increasingly being overshadowed by a far more foundational constraint: energy.

The race for Artificial Intelligence (AI) supremacy is, fundamentally, an ever-escalating energy war.

Author summary: China's energy supremacy impacts US AI dominance.

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The Stanford Review The Stanford Review — 2025-10-17

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