China is investing $3.9 trillion through 2049 to overhaul its electrical grid and capture excess renewable energy for use by AI . The country currently wastes roughly 9% of renewable power output, representing a massive opportunity to fuel computational infrastructure needed for AI development.
The buildout focuses on regions like Gansu, where abundant wind and solar resources exist but lack adequate transmission and storage. By connecting these remote energy sources to major population centers and data-center hubs, China aims to create a competitive advantage in AI by ensuring reliable, cheap power for training and running and other AI systems.
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