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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.

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.