“Everywhere we went, people treated energy availability as a given,” Rui Ma wrote on X after returning from a recent tour of China’s AI hubs. For American AI researchers, that’s almost unimaginable. In the U.S., surging AI demand is colliding with a fragile power grid, the kind of extreme bottleneck that Goldman Sachs warns could severely choke the industry’s growth. In China, Ma continued, it’s considered a “solved problem.” Ma, a renowned expert in Chinese technology and founder of the media c...