From Spring Festival Gala Robots to the Computing Power Energy War: Why Does China Hold the 'Trump Card' in the AI Era?
China's 2026 Spring Festival Gala showcased a breakthrough in embodied AI, featuring robots from companies like Magic Atom, Unitree, and Galaxy General performing complex tasks such as dancing, martial arts, and comedy. This demonstrated China's advanced progress in robotics and AI physical integration.
Meanwhile, the U.S. faces an escalating energy crisis, with electricity prices rising 36% by early 2026. Training AI models like GPT-4 consumes power equivalent to 100,000 households annually, and U.S. data centers are projected to use 600,000 GWh by 2028. Aging infrastructure, fragmented grids, and lengthy approval processes for new transmission lines exacerbate the problem.
In contrast, China has built a strategic advantage through decades of infrastructure investment. It operates 45 ultra-high-voltage (UHV) power transmission projects, spanning 40,000 kilometers, efficiently delivering clean energy from the west to eastern data centers. Renewable energy accounts for over 60% of China’s power capacity, with 40% of electricity coming from green sources. China also dominates transformer production, holding 60% of global capacity.
While the U.S. excels in AI algorithms, China’s robust energy infrastructure—UHV grids, renewable energy, and manufacturing capacity—provides a foundational edge in the AI era, turning energy into a critical competitive asset.
marsbitHá 35m
