When AI Starts Competing for Electricity, Why Do Institutional Differences Between China and the United States Become Part of Computing Power?

As AI competition moves from chips and algorithms into large-scale infrastructure, usable computing power depends on more than GPUs. Electricity, transmission networks, data-center location, and the institutions that organize them are becoming new variables in the U.S.-China AI competition.

Who Should Pay for AI Infrastructure?

As AI infrastructure expands rapidly, the central question is no longer technology alone but how its costs should be shared. This article examines the relationship between data centers, grid upgrades, and public investment—and asks who should ultimately pay for the infrastructure of the AI era.

The Age of AI Power: Will the Electric Grid Become a New Public Policy Issue?

As AI accelerates the demand for large-scale computing, the electric grid is emerging as a new public policy issue. This article explores why AI requires vast amounts of electricity and how local governments are responding to new infrastructure challenges.