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USA vs. China energy production graph is wild https://stanfordreview.org/content/images/2025/10/us_china_p...

States have had trouble delivering expected EV charging capacity btw

Why aren’t we considered energy limited?

That graph features a completely-made-up superexponential AI growth curve coincidentally reaching 100% of US electricity generation in 2030, but even if you take the prediction up to 2026 at face value, it also agrees that AI is currently a small fraction of overall demand. Of course any individual data center site might struggle with insufficient local supply, but China would have the same problem if they wanted to build bigger data centers. (Production capacity is actually north of 25 000 TWh, but poorly utilized because of a mismatch in place and time between producers and consumers.)

> The US also isn't energy-limited.

I have not looked into it, but I have heard a lot of new data center have to run on site gas turbine on trailers to have enough power.

If the US is not energy limited, why they do that?

See your edit, got it :)