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Commentary: Electricity Takes Center Stage in the Global AI Race

Published: Aug. 14, 2026  2:52 p.m.  GMT+8
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Server stacks inside a data center. Photo: VCG
Server stacks inside a data center. Photo: VCG

In the technology industry, a new adage is taking hold: the end of artificial intelligence (AI) is computing power, and the end of computing power is electricity. As AI rapidly evolves, electricity has shifted from a backstage utility to the front line of great-power competition. The nation that can secure power most economically, rapidly and reliably will hold the decisive edge in the global AI race.

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