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

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-chinas 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.