The US is now more dependent than ever on fossil fuels and its fossil fuels are running out. China leads on energy by a huge margin. Electricity in China is a less than half the cost in USA and Chinas generation capacity is growing rapidly while US generation is stagnant. China is building multiple new nuclear plants while the USA has taken decades to build any new nuclear generation and what is being build is 500% more expensive than the new nuclear generation China is building. there will be huge electricity shortages in the US if projected AI investment continues. USA cannot build things anywhere near as efficiently as China can.