Tag
China energy grid
China-US AI Technology Competition: Who’s Winning in Key Inputs?
By Sara Hsu
Energy, rare earth elements, and talent: these critical inputs face vastly different structures in the two countries and may determine the pace and scale of AI innovation.
China’s Overlooked AI Energy Edge Over the US: Cheaper Energy
By Sara Hsu
Much attention has been given to semiconductors, but it’s time to look at other elements in the AI supply chain that provide China with an advantage – starting with electricity.
Yes, China Can Quit Coal. Here’s How.
By Seaver Wang and Lauri Myllyvirta
China must begin to challenge its coal dependence, starting by dismantling particularly inefficient policies that have encouraged new coal construction.
How China Can Make the Most of Its Solar Energy Boom
By Samuel Corwin
China's solar industry has made great strides, but national priorities continue to be undermined by local realities.
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