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2 sats \ 3 replies \ @Cje95 25 Oct \ parent \ on: MONEY CLASS OF THE DAY: Money Illusion and Unit Bias, Bitcoiner style econ
It's hilarious to me you think you can speak on how Washington feels with any sort of absolute certainty like you do. The US continues to build out and hook up data centers.
Vogtle was a first of a kind project. Those are always expensive and have issues that's why they are called first of a kind. For what it's worth your whole graph is wrong TerraPower started construction last year on their place in Wyoming and Oklo broke ground on two facilities one kn Idaho and one in Oak Ridge. You also have the Clunch River site and X-energy site that are currently under review. Plus DOE has 9 more projects breaking ground/have broken ground with three set to reach criticality by next July.
This doesn't even touch the microreactors that are being ramped up as well or the restarts going on. Those restarts are also under construction so add 3 more to the list. Suddenly it really changes the equation huh? This also doesn't factor in the fuel fabrication plants that have broken ground or the
It's not denial of reality its watching the private sector innovate. That's something China doesn't have at all they have to publically brag and boast but in the end only time will tell if they can outrun their debt crisis that makes the US debt issue look like rookie league. Population is falling their youth unemployment is wildly high… they stopped reporting numbers for a reason
It amuses me that you think you can respond convincingly to an article you did not read or if you did you did not digest the content of.
How deep does the denial of reality in Washington go?
'More importantly, China’s state-owned companies build only a handful of reactor types and they do it over and over again. Having standardization streamlines licensing, simplifies the supply chain, and keeps a dedicated, specialized engineering workforce, like teams of specialized welders, moving seamlessly from one site to the next. When China ran into the same problems with the American AP1000 design that crippled the Vogtle project, they didn’t give up. They studied what went wrong, tweaked the design, developed their own domestic supply chains, and are now building nine more of their own version, all on pace to be completed within five years at a drastically lower cost. As one consultant put it, “China is practiced at building really big things... and those project management skills are transferable.”'
This graph says it all really-
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The denial is clearly deeply entrenched.
The US didn't copy and paste the British Empires model of global imperialism, with Britain still holding your hand even to this day?
Emerging empires have always copied the predecessor and pirated wealth from the declining predecessor. Why should China be expected to play it differently?
'And it’s not just nuclear. China is building out renewables capacity at a mind-boggling rate, and the latest figures are hard to even comprehend. In just the first five months of 2025, China installed 198 GW of new solar, blasting past the one terawatt cumulative milestone. The pace is staggering with 92 GW of that solar capacity having been added in May alone. As another analyst pointed out, that’s the equivalent of installing “almost 100 solar panels every second.”
Being the “world’s factory” means having your very own supply chain. For the first time last year, the top four wind turbine makers in the world were all Chinese. Similarly, China enjoys a majority market share in the manufacture and export of photovoltaic cells. As one analyst from the Asia Society bluntly put it, “When it comes to clean energy, it no longer makes sense to talk about competition. There is only one player. The U.S. is not even in the room.
As the U.S. cancels $22 billion in clean energy projects and sees wind investment shrink to a decade low, China is churning out the “wind turbines, solar panels and electric cars... all over the planet.” They aren’t just positioned for the data center boom; they’re the ones building and selling the entire energy infrastructure for it.
These lower energy costs ripple through the entire economy, compounding over time and creating a competitive advantage that could last for generations. Cheap, abundant power is a fundamental economic multiplier. Its effects reach far beyond the tech sector. It drastically lowers the input costs for all foundational industries: steel, cement, chemicals, plastics, and advanced materials. This, in turn, makes all types of manufacturing, from electric vehicles and batteries to the solar panels and wind turbines themselves, exponentially cheaper to produce.
With the cost of electricity becoming the dominant factor, China can effectively subsidize its entire technological ecosystem. While other nations are forced to choose between powering AI data centers or maintaining their industrial base, China is building the capacity to do both. The Chinese approach creates a virtuous cycle where cheaper energy allows for cheaper compute, which in turn accelerates breakthroughs in big data, machine learning, and even energy production itself. We’re already seeing this feedback loop in action. A research team recently used AI to control the ultra-hot plasma in the HL-3 tokamak reactor. By training an AI model, they were able to stabilize plasma in ways traditional, slower containment methods cannot. It’s a type of of a breakthrough that can unlock the next generation of power.
These advantages ensure that the high-value industries of the future will inevitably thrive and concentrate in China, where energy is cheap and there’s plenty of it to go around. It is a key economic advantage to unlocking the technologies of the future.'
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