US vs China · public ledger · updated —
Power Gap
Who can supply the electricity behind AI — capacity, output, grid, and nuclear — as a sourced scoreboard. Not a forecast desk.
This update
(China − US)
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How the score works
Limitations
On the Horizon items are never folded into the score.
Capacity by source
Installed generation capacity. Total is the score input; fuel breakouts shown where sourced.
| Source | United States | China |
|---|
Production & consumption
Annual electricity generated and consumed. Generation is shown separately from the Power Score.
| Metric | United States | China |
|---|
Grid buildout
US interconnection queues versus China ultra-high-voltage and cross-region transfer. Different metrics — both published.
United States
China
Nuclear pipeline
Reactors under construction — the concrete being poured now.
Per person & per dollar of GDP
Same generation totals, scaled by population and GDP.
Announce → online lag
Typical time from project announcement or queue entry to coming online.
| Type | Typical lag | Evidence | Source |
|---|
Data centers & ten-year outlook
United States
China
Outlook standouts
On the Horizon
Possibilities roughly ten years out that could shift the picture. Sorted credible first. Not score inputs.