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After more than 20 years, a reversal: the United States' future 5-year electricity infrastructure investment may surpass China
In the next five years, the total US investment in electricity infrastructure will exceed $2.1 trillion, while China's new 5-year plan allocates 4 trillion RMB.
This is the first time in nearly 20 years that US electricity infrastructure investment has overtaken China.
Wealthy AI giants are leveraging market power to fully modernize and privatize the US power supply infrastructure.
Among them, a company's backlog orders for generators, GEV, exceed $135 billion, nearly one-quarter of China's total electricity investment in the 14th Five-Year Plan.