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Experts are regularly stunned by ant hills. That doesn't mean we emulate ants. Subject matter Experts are examples of narrow intelligence.

All you have to do is look at how terrified the Chinese are of dealing with any kind of Uncertainty/Complexity/Problems without neat answers in a textbook and you learn quickly there is nothing interesting going on in China under the surface.

Private investment in the states is indeed all about short-term returns, and the federal government is withdrawing many useful longer-term investments and closing the pipelines. Short-term gains and long-term losses, even without comparing to the Chinese. Capitalism with American characteristics is not going to go well.
The article points to the tension between rapid US data center growth and limited grid capacity, contrasting it with energy oversupply in the Chinese grid, but doesn't really fill in the fourth quadrant with Chinese data center growth. Which is unsurprising, considering that Chinese tech companies aren't investing in data centers anywhere near the scale of their US counterparts: https://chinai.substack.com/p/chinai-323-the-ai-deflation-of...

China has abundant energy because there's insufficient demand to make use of that energy, part of which is that there's insufficient demand for data centers.