China's electricity generation increase reaches 7 times that of the United States, influencing AI competition.

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Around AI (artificial intelligence) development, China is catching up with the United States in strengthening its power generation capacity. The increase in China’s power generation capacity in 2025 is believed to be as much as 7 times that of the United States. China uses low-cost electricity as a weapon to offset the weakness that its semiconductor performance is not as good as America’s. Power supply capacity could determine the outcome of AI competition between China and the U.S.

A forecast released by the Chinese government in December 2025 shows that China’s generating capacity from newly built power plants in 2025 will be about 470 gigawatts. Data from the U.S. Energy Information Administration (EIA) shows that during the same period, the U.S. added generating capacity of 64 gigawatts.

China’s power generation capacity surpassed that of the United States in 2013, and by 2024 it had reached 2.5 times the U.S. level. In the 2025 increment as well, China exceeds the United States, widening the gap further between China and the U.S. The Chinese government expects that by 2030, power generation capacity will increase to 1.5 times that of 2024.

Continue reading, please click here to go to the Nikkei Chinese website

The Japanese Economic News Agency and the Financial Times merged into the same media group in November 2015. The alliance formed by two newspaper companies—the Japanese and British papers, both founded in the 19th century—is moving ahead with collaboration across a wide range of areas, such as joint special reports, under the banner of “high-quality, the most powerful economic journalism.” This time, as part of that effort, an article exchange has been enabled between the Chinese-language websites of the two newspaper companies.

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