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AI just killed the Green New Deal script. Davos 2026 is showing a MASSIVE shift in real time. Larry Fink is moderating powerhouse panels and the message is simple: For years the WEF pushed renewables + net-zero on the West… while China & India kept building coal and widening...

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34,120 Aufrufe • vor 8 Monaten •via X (Twitter)

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THE AI ARMS RACE: WHY ENERGY IS THE NEW GOLD The real battle for global dominance is about AI. But you can't win the AI race if you lose the energy race. Professor Kenneth Rogoff explains that while China leapfrogs the U.S. in solar and nuclear, fossil fuels remain the critical bridge to the future. If the U.S. can't secure the energy centers of the Middle East, it loses the power to fuel the intelligence of tomorrow. Kenneth S Rogoff

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BLACKROCK CEO LARRY FINK: WHY CHINA IS WINNING THE AI POWER RACE He says the AI race will come down to who can build enough electricity fast enough: - China is building 100 gigawatts of nuclear and close to 100 gigawatts of solar - Fink says China is getting set up for the AI revolution and the power it needs - He says moratoriums are not the answer, the focus should be delivering more power quickly without raising electricity prices
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BLACKROCK CEO LARRY FINK: WHY CHINA IS WINNING THE AI POWER RACE He says the AI race will come down to who can build enough electricity fast enough: - China is building 100 gigawatts of nuclear and close to 100 gigawatts of solar - Fink says China is getting set up for the AI revolution and the power it needs - He says moratoriums are not the answer, the focus should be delivering more power quickly without raising electricity prices

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🇺🇸🇨🇳 Trump went to Davos mock China's wind power — and Davos spent the rest of the day fact-checking him in real time. He called wind energy a “green scam.” Data replied: China is the world’s largest producer and user of wind power. He bragged about “energy dominance.” Al Gore quietly explained that the US is clinging to a depreciating fossil asset, while China is scaling an appreciating one. He talked about “rivals.” Brazil, Europe, and even US experts described China as the partner that stabilizes markets, reduces tensions, and drives growth. He warned about “the AI race.” Entrepreneurs pointed out the obvious: you can’t win an AI race powered by oil against a country powered by renewable energy. By January 2026, over 60% of China’s installed capacity was non-fossil. That’s not a slogan, it’s an infrastructure fact. Empires posture. Manufacturers transition. And the future follows the ones who actually build.
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🇺🇸🇨🇳 Trump went to Davos mock China's wind power — and Davos spent the rest of the day fact-checking him in real time. He called wind energy a “green scam.” Data replied: China is the world’s largest producer and user of wind power. He bragged about “energy dominance.” Al Gore quietly explained that the US is clinging to a depreciating fossil asset, while China is scaling an appreciating one. He talked about “rivals.” Brazil, Europe, and even US experts described China as the partner that stabilizes markets, reduces tensions, and drives growth. He warned about “the AI race.” Entrepreneurs pointed out the obvious: you can’t win an AI race powered by oil against a country powered by renewable energy. By January 2026, over 60% of China’s installed capacity was non-fossil. That’s not a slogan, it’s an infrastructure fact. Empires posture. Manufacturers transition. And the future follows the ones who actually build.

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📁 Donald Trump says the AI race is no longer about models, it is about energy. He claims the US is far ahead of China because it allowed major AI companies to build their own power plants. According to Trump, AI factories will require more than double the country’s current energy output, and the grid cannot handle it. His solution was simple let companies generate their own power, using oil, gas, or even coal, with approvals accelerated in weeks. The core message is clear. The AI superpower will not be the one with the best algorithms, but the one that can power them.
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📁 Donald Trump says the AI race is no longer about models, it is about energy. He claims the US is far ahead of China because it allowed major AI companies to build their own power plants. According to Trump, AI factories will require more than double the country’s current energy output, and the grid cannot handle it. His solution was simple let companies generate their own power, using oil, gas, or even coal, with approvals accelerated in weeks. The core message is clear. The AI superpower will not be the one with the best algorithms, but the one that can power them.

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Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?

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🚨🇺🇸🇨🇳 THE ENERGY RACE: CHINA, AI, AND THE STRAIT Control over the Strait of Hormuz is about much more than uranium; Robert Pape identifies it as the center of the global AI race. The U.S. and China are in a consequential battle for energy dominance, and this chokepoint is the most powerful lever available. While leaders may like "clobbering" opponents, that strategy fails when the balloon bursts and there is no easy way out. Robert A. Pape
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This is Amazon's new $11 billion AI data center campus in St. Joseph County, Indiana. It will draw 2.2 gigawatts of electricity - the output of a large power plant, enough to supply 1 million homes. For years the public was told energy had to be rationed: use less, dismantle reliable sources, accept scarcity - all to save the planet. That story has now been abandoned. AI requires massive continuous electricity to power the data centers, and AI is now seen as the superior control system. So energy is no longer a liability. It is a strategic necessity. Power will now come from wherever. Whatever works. Whatever scales. The climate narrative was tossed out the moment AI dominance became the new priority. Power was to be rationed. Now it is required. Power was the problem. Now it is the solution.

Electroverse

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This is Amazon's new $11 billion AI data center campus in St. Joseph County, Indiana. It will draw 2.2 GW of electricity, the output of a large power plant, enough to supply 1 million homes. For years, the public was told energy had to be rationed. Use less. Dismantle reliable sources. Accept scarcity. All to save the planet. That story has now been abandoned. AI requires massive continuous electricity to power the data centers. And AI is now seen as the superior 'control system'. So energy is no longer a liability. It is a strategic necessity. Power will now come from wherever it can. Whatever works. Whatever scales. The climate narrative was tossed out the moment AI dominance became the priority. Power was to be rationed. Now it is required. Power was the problem. Now it is the solution.
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This is Amazon's new $11 billion AI data center campus in St. Joseph County, Indiana. It will draw 2.2 GW of electricity, the output of a large power plant, enough to supply 1 million homes. For years, the public was told energy had to be rationed. Use less. Dismantle reliable sources. Accept scarcity. All to save the planet. That story has now been abandoned. AI requires massive continuous electricity to power the data centers. And AI is now seen as the superior 'control system'. So energy is no longer a liability. It is a strategic necessity. Power will now come from wherever it can. Whatever works. Whatever scales. The climate narrative was tossed out the moment AI dominance became the priority. Power was to be rationed. Now it is required. Power was the problem. Now it is the solution.

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Advance UK

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China's renewable expansion receives endless Western applause. Its coal expansion, however, gets far less attention. At the start of 2026, China had 1,207 operating coal-fired power stations. In 2025 alone, it added 78 GW of coal capacity, the most in a decade, and began building another 83 GW, with a record 161 GW of projects either proposed or revived. China consumed more than 4.9 billion tons of coal during 2025 -- which is 56% of the global total. One country burned more coal than the rest of the world combined -- and green activists applaud it. China is building wind and solar, yes, but it is not gambling its industrial economy on intermittent power. AI is the next industrial age, but it requires colossal quantities of dependable electricity. China is securing this mainly via coal, gas and nuclear. Meanwhile, Net Zero governments are closing reliable power stations, raising energy costs and driving industry east. Nations that continue sacrificing power on the altar of Net Zero will not lead the AI revolution. They will watch the future being built elsewhere.
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China's renewable expansion receives endless Western applause. Its coal expansion, however, gets far less attention. At the start of 2026, China had 1,207 operating coal-fired power stations. In 2025 alone, it added 78 GW of coal capacity, the most in a decade, and began building another 83 GW, with a record 161 GW of projects either proposed or revived. China consumed more than 4.9 billion tons of coal during 2025 -- which is 56% of the global total. One country burned more coal than the rest of the world combined -- and green activists applaud it. China is building wind and solar, yes, but it is not gambling its industrial economy on intermittent power. AI is the next industrial age, but it requires colossal quantities of dependable electricity. China is securing this mainly via coal, gas and nuclear. Meanwhile, Net Zero governments are closing reliable power stations, raising energy costs and driving industry east. Nations that continue sacrificing power on the altar of Net Zero will not lead the AI revolution. They will watch the future being built elsewhere.

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Why wouldn’t China want more data centers built in the United States? Simple, the nation that leads in AI will lead the future, economically, technologically, and militarily. We’re already seeing it happen in real time as AI drives unprecedented productivity and margin expansion across every sector of the economy. While America debates permits, regulations, and protests over data centers, China is rapidly building power infrastructure and scaling compute capacity as fast as possible. This race is no longer theoretical. Whoever has the most compute, the best models, and the strongest infrastructure will shape the next era of global power.

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35,540 Aufrufe • vor 4 Monaten

Alex Karp just declared the geopolitical tech war over. America won. Karp: “AI makes America the dominant country in the world. We have the right chips, software, engineers, culture, people. The whole thing is combining to become a juggernaut.” Not a prediction. A verdict. While Europe spends its time, in Karp’s words, whining and crying, America built an insurmountable stack. Hardware. Software. Engineers. Risk appetite. Culture. Every variable that determines who wins the AI era pointing in the same direction. Karp: “These partnerships happen and that just throws gasoline on the fire.” NVIDIA building the chips. Palantir building the software. The government clearing the path. When those three forces combine at this scale, the gap between America and everyone else doesn’t close gradually. It becomes permanent. But Karp says the real question isn’t whether America wins. It’s who inside America benefits. Karp: “The real question is, will the GDP growth accrue to all Americans or just wealthy Americans? It depends what you do.” The answer is physical. Huang: “Mechanicals and electricals and plumbers and construction.” The AI boom doesn’t just create software jobs. It creates the largest demand for physical labor America has seen in decades. Data centers. Power infrastructure. Manufacturing facilities. Every gigawatt of compute requires humans to build the buildings, run the cables, install the systems. Karp: “If you build manufacturing jobs. Can you build them? Yes. How? You need AI. Can you train the people? Can you upscale them? Yes, if you use AI.” AI trains the workforce that builds the infrastructure that runs the AI. The loop is self-reinforcing. Huang: “The number one thing of this administration is pro power growth. Look at all the power generations that he’s approved. This is really a pro energy growth administration, pro manufacturing administration.” You cannot have an AI boom without an energy boom. Every chip NVIDIA manufactures is useless without the grid to run it. Clearing land. Approving power generation. Accelerating permitting. That’s not an energy policy. That’s an AI strategy. Hardware dominance. Software dominance. Energy dominance. Huang: “When these things all come together…” America isn’t just building data centers. It’s building the most powerful energy-compute matrix in human history. Whoever controls that matrix doesn’t just lead. They define what’s possible for everyone else who needs access to compete. Right now that’s America. Exclusively.
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Alex Karp just declared the geopolitical tech war over. America won. Karp: “AI makes America the dominant country in the world. We have the right chips, software, engineers, culture, people. The whole thing is combining to become a juggernaut.” Not a prediction. A verdict. While Europe spends its time, in Karp’s words, whining and crying, America built an insurmountable stack. Hardware. Software. Engineers. Risk appetite. Culture. Every variable that determines who wins the AI era pointing in the same direction. Karp: “These partnerships happen and that just throws gasoline on the fire.” NVIDIA building the chips. Palantir building the software. The government clearing the path. When those three forces combine at this scale, the gap between America and everyone else doesn’t close gradually. It becomes permanent. But Karp says the real question isn’t whether America wins. It’s who inside America benefits. Karp: “The real question is, will the GDP growth accrue to all Americans or just wealthy Americans? It depends what you do.” The answer is physical. Huang: “Mechanicals and electricals and plumbers and construction.” The AI boom doesn’t just create software jobs. It creates the largest demand for physical labor America has seen in decades. Data centers. Power infrastructure. Manufacturing facilities. Every gigawatt of compute requires humans to build the buildings, run the cables, install the systems. Karp: “If you build manufacturing jobs. Can you build them? Yes. How? You need AI. Can you train the people? Can you upscale them? Yes, if you use AI.” AI trains the workforce that builds the infrastructure that runs the AI. The loop is self-reinforcing. Huang: “The number one thing of this administration is pro power growth. Look at all the power generations that he’s approved. This is really a pro energy growth administration, pro manufacturing administration.” You cannot have an AI boom without an energy boom. Every chip NVIDIA manufactures is useless without the grid to run it. Clearing land. Approving power generation. Accelerating permitting. That’s not an energy policy. That’s an AI strategy. Hardware dominance. Software dominance. Energy dominance. Huang: “When these things all come together…” America isn’t just building data centers. It’s building the most powerful energy-compute matrix in human history. Whoever controls that matrix doesn’t just lead. They define what’s possible for everyone else who needs access to compete. Right now that’s America. Exclusively.

Dustin

51,892 Aufrufe • vor 7 Monaten

Arthur Herman on why China's real threat is not a Taiwan invasion but the race for AI and energy dominance: "A lot of the energy and time is spent focused on the possibility of a kinetic conflict over the Straits of Taiwan. We're missing what the larger picture is. China's interest in launching such a kinetic conflict, win, lose, or draw, are overwhelmingly unfavorable to the outcome they want." "The outcome they want is to absorb Taiwan, not to conquer it or destroy it. To make it piece by piece, step by step, part of the larger communist enterprise." "If China really were hell-bent on bringing about a kinetic conquest of Taiwan, they would have taken advantage of our engagement in Iran and in the Straits of Hormuz a long time ago. But they didn't do it because tangling with America in any kind of kinetic conflict is a much more difficult proposition than they want to take on." "The big picture is the race for AI dominance, the race for energy dominance. That's where the real struggle with China is going to be played out. That's where we've got the real advantage." Arthur Herman
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Arthur Herman on why China's real threat is not a Taiwan invasion but the race for AI and energy dominance: "A lot of the energy and time is spent focused on the possibility of a kinetic conflict over the Straits of Taiwan. We're missing what the larger picture is. China's interest in launching such a kinetic conflict, win, lose, or draw, are overwhelmingly unfavorable to the outcome they want." "The outcome they want is to absorb Taiwan, not to conquer it or destroy it. To make it piece by piece, step by step, part of the larger communist enterprise." "If China really were hell-bent on bringing about a kinetic conquest of Taiwan, they would have taken advantage of our engagement in Iran and in the Straits of Hormuz a long time ago. But they didn't do it because tangling with America in any kind of kinetic conflict is a much more difficult proposition than they want to take on." "The big picture is the race for AI dominance, the race for energy dominance. That's where the real struggle with China is going to be played out. That's where we've got the real advantage." Arthur Herman

MTS

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🇨🇳 🏭 ☢️ ☀️🦾❗️ China is planning to unleash nuclear fusion energy for civil power generation by the year 2030 Understand that the capitalist bloc has already lost the AI arms race While our leaders are trying to figure out how to power data centres, China is just years away from essentially unlimited energy This will mark a massive step towards a post-scarcity economy and the crystallization of communism for humanity 🇨🇳 🇨🇳 🇨🇳
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🇨🇳 🏭 ☢️ ☀️🦾❗️ China is planning to unleash nuclear fusion energy for civil power generation by the year 2030 Understand that the capitalist bloc has already lost the AI arms race While our leaders are trying to figure out how to power data centres, China is just years away from essentially unlimited energy This will mark a massive step towards a post-scarcity economy and the crystallization of communism for humanity 🇨🇳 🇨🇳 🇨🇳

Kevin Castley 🇨🇦

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MFTV #11: BITCOIN MINING AND THE RACE FOR AI POWER | with MARA CEO Fred Thiel (Fred Thiel) 🔗 YouTube: 🌿 Spotify: "You can't do AI, HPC, or Bitcoin without electrons. Acquire electrons, then generate maximum value per electron." MARA is one of the largest Bitcoin miners in the world, and it’s now moving into the energy and AI/HPC infrastructure territory the whole industry is racing for. What happens to Bitcoin mining when the race for AI power is quickly gaining popularity? In his second appearance on MFTV, Fred rejoins Head of MARA Foundation Isabel Foxen Duke⚡️ to explain what's driving that race. AI inference has skyrocketed demand for power, and the bottleneck is energized land — places where the electrons are already flowing. Fred also lays out MARA's position: a power portfolio few can match, a partnership with Starwood Digital Ventures (a large-scale data center operator with deep hyperscaler and financing experience), and an in-house team spanning digital infrastructure operations, energy, and capital markets. Bitcoin mining, meanwhile, becomes the load that monetizes power the moment it switches on. A conversation about energy, AI, and how the assets a Bitcoin miner spent years accumulating map onto the most contested market in tech.
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MFTV #11: BITCOIN MINING AND THE RACE FOR AI POWER | with MARA CEO Fred Thiel (Fred Thiel) 🔗 YouTube: 🌿 Spotify: "You can't do AI, HPC, or Bitcoin without electrons. Acquire electrons, then generate maximum value per electron." MARA is one of the largest Bitcoin miners in the world, and it’s now moving into the energy and AI/HPC infrastructure territory the whole industry is racing for. What happens to Bitcoin mining when the race for AI power is quickly gaining popularity? In his second appearance on MFTV, Fred rejoins Head of MARA Foundation Isabel Foxen Duke⚡️ to explain what's driving that race. AI inference has skyrocketed demand for power, and the bottleneck is energized land — places where the electrons are already flowing. Fred also lays out MARA's position: a power portfolio few can match, a partnership with Starwood Digital Ventures (a large-scale data center operator with deep hyperscaler and financing experience), and an in-house team spanning digital infrastructure operations, energy, and capital markets. Bitcoin mining, meanwhile, becomes the load that monetizes power the moment it switches on. A conversation about energy, AI, and how the assets a Bitcoin miner spent years accumulating map onto the most contested market in tech.

MARA Foundation

25,106 Aufrufe • vor 2 Monaten

🚨 BLAIR BOMBSHELL: SCRAP NET ZERO NOW! “THERE’S NO LOGIC TO IT!” 🔥 Tony Blair Demands Starmer Scrap Milibands Mad Expensive Green Agenda Immediately‼️ Blair has just shredded mad Miliband and the entire net zero agenda. There’s zero logic to it! Asked directly for total clarity: “For total clarity, are you advising Keir Starmer to rip up Ed Milibands green energy targets?” Blair bluntly replied: “Yes I am!” He explained that the 3 biggest emitters in the world today are China, America and India. Together they “account for just over 50% of global emissions.” All are pursuing cheap energy. They still do renewable energy. “China for example builds more renewable energy than the rest of the world put together.” “It just means that the lens from which they judge policy is cheap energy.” He rightly points out Britain’s emissions are “under 1% of global emissions” so we can’t solve climate change. And says he “doesnt understand the logic behind” imposing costs on businesses and consumers to pursue net zero when the rest of the world is not doing so. He says again he doesnt understand why we’re shutting down North Sea oil and gas industry in circumstances where no other country in the world is doing that if “they’ve still got a requirement to import energy from oil and gas”. It costs way too much and “is not the right priority!” Net zero is not saving the planet. It is economic self-harm. Blair has just blown the entire agenda apart.
1:46

🚨 BLAIR BOMBSHELL: SCRAP NET ZERO NOW! “THERE’S NO LOGIC TO IT!” 🔥 Tony Blair Demands Starmer Scrap Milibands Mad Expensive Green Agenda Immediately‼️ Blair has just shredded mad Miliband and the entire net zero agenda. There’s zero logic to it! Asked directly for total clarity: “For total clarity, are you advising Keir Starmer to rip up Ed Milibands green energy targets?” Blair bluntly replied: “Yes I am!” He explained that the 3 biggest emitters in the world today are China, America and India. Together they “account for just over 50% of global emissions.” All are pursuing cheap energy. They still do renewable energy. “China for example builds more renewable energy than the rest of the world put together.” “It just means that the lens from which they judge policy is cheap energy.” He rightly points out Britain’s emissions are “under 1% of global emissions” so we can’t solve climate change. And says he “doesnt understand the logic behind” imposing costs on businesses and consumers to pursue net zero when the rest of the world is not doing so. He says again he doesnt understand why we’re shutting down North Sea oil and gas industry in circumstances where no other country in the world is doing that if “they’ve still got a requirement to import energy from oil and gas”. It costs way too much and “is not the right priority!” Net zero is not saving the planet. It is economic self-harm. Blair has just blown the entire agenda apart.

J Stewart

376,651 Aufrufe • vor 4 Monaten

Elon Musk just exposed the most catastrophic energy blindspot in the entire AI arms race. The West is still debating which twigs to burn. China is capturing the sun. Musk: “People just don’t understand how solar is everything. Compared to the sun, all other energy sources are like cavemen throwing some twigs into a fire.” Every natural gas plant. Every nuclear reactor. Every experimental fusion project being debated in Washington right now. Twigs. Musk: “We have a giant free fusion reactor that shows up every day. It’s farcical for us to create little fusion reactors.” And then he gave the most clarifying statistic in the entire energy debate. Musk: “The sun is over 99.8% of all mass in the solar system. Jupiter is around 0.1%. So even if you burnt Jupiter, the energy produced by the sun would still round up to 100%.” Musk: “And then if you teleported three more Jupiters into our solar system and burnt them too, it would still round up.” The sun is not an energy source. It is the only energy source. Everything else is rounding error. China already knows this. While American tech executives beg for permits to build natural gas plants, China crossed 1,000 gigawatts of installed solar capacity in 2025. More than the rest of the world combined. They are not holding summits about it. They are not commissioning reports about it. They are building it. Harvesting the free fusion reactor that arrives every morning at zero cost and feeding it directly into their AI data centers. The AI race is not an algorithm race. It is an electro-industrial race. You cannot build superintelligence without infinite compute. You cannot have infinite compute without infinite energy. And right now, the United States is losing the energy war while holding committee meetings about which twigs to burn next. China built the energy-compute flywheel. Cheap, scalable, infinite solar power feeding AI models at a fraction of the cost. Compounding every single day. The nation that captures the sun’s output will hold a permanent monopoly on global intelligence. The nation that doesn’t will spend the next decade trying to understand how it lost. Everyone else gets left holding the twigs.
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Elon Musk just exposed the most catastrophic energy blindspot in the entire AI arms race. The West is still debating which twigs to burn. China is capturing the sun. Musk: “People just don’t understand how solar is everything. Compared to the sun, all other energy sources are like cavemen throwing some twigs into a fire.” Every natural gas plant. Every nuclear reactor. Every experimental fusion project being debated in Washington right now. Twigs. Musk: “We have a giant free fusion reactor that shows up every day. It’s farcical for us to create little fusion reactors.” And then he gave the most clarifying statistic in the entire energy debate. Musk: “The sun is over 99.8% of all mass in the solar system. Jupiter is around 0.1%. So even if you burnt Jupiter, the energy produced by the sun would still round up to 100%.” Musk: “And then if you teleported three more Jupiters into our solar system and burnt them too, it would still round up.” The sun is not an energy source. It is the only energy source. Everything else is rounding error. China already knows this. While American tech executives beg for permits to build natural gas plants, China crossed 1,000 gigawatts of installed solar capacity in 2025. More than the rest of the world combined. They are not holding summits about it. They are not commissioning reports about it. They are building it. Harvesting the free fusion reactor that arrives every morning at zero cost and feeding it directly into their AI data centers. The AI race is not an algorithm race. It is an electro-industrial race. You cannot build superintelligence without infinite compute. You cannot have infinite compute without infinite energy. And right now, the United States is losing the energy war while holding committee meetings about which twigs to burn next. China built the energy-compute flywheel. Cheap, scalable, infinite solar power feeding AI models at a fraction of the cost. Compounding every single day. The nation that captures the sun’s output will hold a permanent monopoly on global intelligence. The nation that doesn’t will spend the next decade trying to understand how it lost. Everyone else gets left holding the twigs.

Dustin

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