AI experts return from China stunned: The U.S. grid is so weak, the race may already be over

We've been saying this for more than two years, "...surging AI demand is colliding with a fragile power grid...." A government led effort is never the best solution. It's rigid, narrow, wasteful, and results in political bargains rather than innovative, dynamic, and transformative economic solutions. Solving the problem demands a uniquely American solution: more economic opportunity for entrepreneurs and private investors. That's what "Consumer Regulated Electricity" (CRE) is all about: creating the opportunity for entrepreneurs and private investors to create new, independent, competitive, and large-scale utilities. That's how the U.S. can best meet the AI demand challenge.

https://fortune.com/2025/08/14/data-centers-china-grid-us-infrastructure/