Shipbuilding is but one proxy for China’s dominance in industrialization. A more relevant one for AI is: China has built more energy capacity in the last 4 year

Shipbuilding is but one proxy for China’s dominance in industrialization. A more relevant one for AI is: China has built more energy capacity in the last 4 years than the USA has built in the last 150. AI is increasingly limited by power. For this and other reasons, IMO the US will inevitably be surpassed on AI. https://www.bloomberg.com/news/articles/2026-01-28/china-s-four-year-energy-spree-has-eclipsed-entire-us-power-grid https://www.bloomberg.com/news/articles/2026-01-28/china-s-f...