Article

China's electricity capacity increased by approximately 445 gigawatts in the first 11 months of 2025, significantly outpacing the US, which is projected to add only 64 gigawatts. This growth positions China as a crucial supplier for the energy-intensive demands of AI data centers, with lower electricity prices compared to the US and EU. Meanwhile, the US and Europe face challenges in expanding their energy capacities due to regulatory hurdles and high costs.