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

China's Energy Supremacy and US AI Dominance

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

China's centrally planned "AI-Energy" policy is establishing a critical infrastructure advantage, threatening US technological leadership.

forcing the West to abandon strict free-market ideology and adopt its own form of strategic state capitalism to compete.

Limiting factors for AI development, such as compute and talent scarcity, are being overshadowed by a foundational constraint: energy.

Author's summary: China's energy policy threatens US AI dominance.

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

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