Numbers don’t lie: The future of AI and tech will be powered by cheap, clean energy — and the US is falling behind.
China now generates 10,072TWh of electricity, over double the US (4,387TWh), with India rising fast at 2,057TWh. Meanwhile, US and European households face electricity prices two to five times higher than China and India ($0.18/kWh US, $0.40/kWh Germany, $0.08/kWh China/India). China’s solar output isn’t just up — it’s surging past US nuclear, while US solar crawls and European targets lag.
Data center construction in the US is still booming, but without low-cost, scalable energy and a growing talent pool, it’s just infrastructure without innovation. China already produces 32% of global electricity and leads in both solar and nuclear growth, with India joining as a strong contender. The EU+UK, combined, barely keep up — 14.4% — their high energy prices a serious bottleneck.
And while the US and Europe grapple with demographic headwinds, the next Silicon Valley is rapidly emerging in South India, Southeast Asia, and the Middle East. These regions offer cheap energy, booming markets, and deep pools of tech brainpower. Apple is ramping up phone production in India — for good reason: in a capitalist world, talent goes where the growth and investments flow.
Time is running out for the US. Without decisive investment in affordable, clean energy and attracting global tech talent, expect to see a brain drain — and the global center of gravity for AI and tech relocating East. Energy drives innovation. The next trillion-dollar ideas will be built where electrons are cheapest and minds most plentiful. #AI #FutureOfTech #EnergyMoat #Innovation #GlobalTransformation
