I think this is just blatantly wrong. China has vastly more energy capacity that the US and, 3-4x what the USA has. China has the entire USAs energy capacity purely as renewables. The entire time, the competition around energy has been a moot point for China. They don't need more efficient or powerful chips because they had the energy spare to just use more. NVIDIA CEO Jensen Huang made a good statement on this point. The reason for this, whatever it is, could be entirely unrelated to energy.
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