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Electricity shortage is the “bottleneck” of the global AI race

Not chips, but electricity is the biggest problem holding back AI development. China has a clear advantage over the US in the energy problem.

Báo Khoa học và Đời sốngBáo Khoa học và Đời sống13/11/2025

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Microsoft CEO Satya Nadella admits that power shortages are the biggest barrier to AI data centers.
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By 2023, US data centers will consume as much electricity as Malaysia.
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The global power usage effectiveness (PUE) is only 1.56, causing huge waste for the AI ​​industry.
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The sharp increase in electricity prices has caused many high-end GPUs to be "shelved" due to lack of power to operate.
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American companies are forced to build their own power plants or move data centers abroad.
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Some companies like Nvidia and Google are even testing sending AI chips into space to exploit energy.
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China consumes less electricity but still ensures adequate resources, prioritizes green electricity and reduces emissions.
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With strong infrastructure and a clear strategy, China has an advantage in the long-term AI race.

Source: https://khoahocdoisong.vn/thieu-dien-moi-la-nut-that-co-chai-cua-cuoc-dua-ai-toan-cau-post2149068478.html


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