Clock 4: Generative AI is energy intensive. Whoever can build out low cost (aka "renewable") energy first will have a marketplace advantage in terms of AI ---

Clock 4: Generative AI is energy intensive. Whoever can build out low cost (aka "renewable") energy first will have a marketplace advantage in terms of AI --- and other energy intensive activities such as manufacturing. There is no real secret to building LLMs or renewable energy. How to do it is well known. So it is unbelievably stupid to invest in one but not the other. https://earthenergylog.com/articles/china-renewable-dominance-2026 https://earthenergylog.com/articles/china-renewable-dominanc... https://www.technologyreview.com/2025/07/10/1119941/china-energy-dominance-three-charts/ https://www.technologyreview.com/2025/07/10/1119941/china-en...