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America invented the future, but China built the power system to run it. As the U.S. faces a massive electricity gap—equal to New York State’s entire peak demand each year—China continues expanding the world’s largest and cheapest grid.

Everyone is watching Elon Musk push X toward becoming the West’s super-app — but the real story sits behind the screen: the enormous energy footprint required to power the AI and real-time systems that make these ambitions possible. AI data centers now consume more electricity and water than many towns, and residents in strained regions are already feeling the impact through higher utility bills and tighter grid capacity. As Musk, OpenAI, Google, Meta, and other AI giants sca

OpenAI’s $300 billion Oracle deal isn’t just about cloud computing; it also raises questions about the dynamics with Microsoft, OpenAI’s largest investor and former exclusive cloud partner. By widening its supplier base to include Oracle, Crusoe, and others, OpenAI reduces Microsoft’s exclusive leverage, creating potential commercial tension as the AI infrastructure race heats up.