The world’s largest asset manager just told everyone what the real bottleneck for AI supremacy looks like. It’s not chips, not talent, not even capital. It’s electricity.
BlackRock CEO Larry Fink has been sounding the alarm about China’s aggressive energy infrastructure buildout, arguing that the country’s rapid deployment of nuclear and solar power gives it a decisive edge in what he calls the “AI energy race.” According to Fink, China is constructing approximately 100 GW of nuclear power and nearly 100 GW of solar power, a scale of investment that dwarfs anything happening in Western markets.
The energy bottleneck nobody wants to talk about
The 100 GW nuclear figure alone is staggering. For context, the entire US nuclear fleet currently operates at roughly 95 GW of capacity, built over decades. China is building that equivalent from scratch, and doing it alongside a similarly massive solar expansion.
“I believe there’s a race for technology dominance. I believe if we do not invest more, China wins.”
