Luke James Social Links Navigation Contributor Luke James is a freelance writer and journalist. Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.
pug_s Good luck with that. US is having AI GPU's collecting dust because of insufficient electricity. China is the only country is adding electricity capacity. Reply
thisisaname pug_s said: Good luck with that. US is having AI GPU's collecting dust because of insufficient electricity. China is the only country is adding electricity capacity. Quite a lot of that increase is down to then burning coal, not all but a significant part of it. Reply
A Stoner There must be a mistake here. $3 billion is quite a bit of money to people, but with respect to AI spending it is not even part of a rounding error anymore. Reply
JTWrenn A Stoner said: There must be a mistake here. $3 billion is quite a bit of money to people, but with respect to AI spending it is not even part of a rounding error anymore. Exactly what I was thinking. Needs to be more like 100 to be in the ai ballpark at this point. Reply
gg83 thisisaname said: Quite a lot of that increase is down to then burning coal, not all but a significant part of it. Plus all the LNG power generators and those modular nuclear reactors are gonna help us reach power goals. I think the AI bubble will pop soon anyway. China builds 2 new coal plants a week, and the coal they mine is very dirty. Reply
pug_s gg83 said: Plus all the LNG power generators and those modular nuclear reactors are gonna help us reach power goals. I think the AI bubble will pop soon anyway. China builds 2 new coal plants a week, and the coal they mine is very dirty. China has been decommissioning less efficient older coal plants and replacing with cleaner and more efficient ones. Also CO2 emissions in China in the last 18 months has been stable or falling despite increasing electricity output, thanks to green energy. Reply
thisisaname pug_s said: China has been decommissioning less efficient older coal plants and replacing with cleaner and more efficient ones. Also CO2 emissions in China in the last 18 months has been stable or falling despite increasing electricity output, thanks to green energy. If the internet is to be believed that coal is also quite radioactive, indeed more radiation as be released by coal powered station that nuclear ones even if you include all the accidents. Reply
gg83 pug_s said: China has been decommissioning less efficient older coal plants and replacing with cleaner and more efficient ones. Also CO2 emissions in China in the last 18 months has been stable or falling despite increasing electricity output, thanks to green energy. The data for 2025 isn't out yet. There are only projections. Demand for electricity maybe declined a little. Green energy isn't being used by China. They put the solar panels in fields and call it a win. These panels aren't hooked to the grid. They aren't decommisioning anything. They use it till it stops working. Nothing is based on efficiency. Reply
pug_s gg83 said: The data for 2025 isn't out yet. There are only projections. Demand for electricity maybe declined a little. Green energy isn't being used by China. They put the solar panels in fields and call it a win. These panels aren't hooked to the grid. They aren't decommisioning anything. They use it till it stops working. Nothing is based on efficiency. Do you have any proof that this is true? Or are you making things up? Reply
pug_s https://www.cnbc.com/2025/11/20/nvda-stock-earnings-ai-bubble-china.html I find it funny that Nvidia is already talking about 500 billion in revenue per year with China buying their GPU's. Even CNBC puts the headline about bubble talk. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/taiwan-announces-3bn-spend-on-ai-island-ambitions#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.