As AI models become interchangeable commodities, the contest is down to service prices – which are driven by electricity output and cost.

Rather than fight US frontier AI control, China is thinning the margins of premium AI with cheap-enough, good-enough models for mass adoption.

As AI models become interchangeable commodities, the contest is down to service prices – which are driven by electricity output and cost.

Electricity is emerging as the critical strategic resource of the AI era, creating a global competition among governments, hyperscalers, and infrastructure owners for scarce…