The end of AI is electricity: What fuels the power advantage? : People’s Daily
2026-03-09 10:59 环球时报网英文版
Technicians work on a 500-kilovolt power transmission line in Bozhou, East China"s Anhui Province on November 24, 2025. Upon completion, the project will serve as a hub substation, and enhance the power supply capacity and reliability of the Bozhou region, providing a reliable electricity guarantee for Anhui"s economic development. Photo: VCG
This year"s Government Work Report, for the first time, stated that "we will create new forms of the smart economy" and "we will launch new infrastructure projects on hyperscale intelligent computing clusters and coordinated development of computing capacity and electricity supply." This strategic direction opens vast room for development and lays a robust foundation for a new leap in socioeconomic progress.
Reading this year"s the Government Work Report along side two recent developments offers a clearer view of China"s core strength.
First, power equipment manufacturers in provinces of Guangdong, Jiangsu and other regions are running at full capacity. With the global demand for computing power growing rapidly, countries around the world are expanding their construction of data centers. China"s overseas orders for power equipment are on the rise, echoing what investors say: "The end of AI is electricity."
Second, from February 9 to 15 this year, the volume of calls to Chinese AI models reached 4.12 trillion tokens, surpassing that of the US for the first time. Developers around the world have found that running tasks on Chinese models is much cheaper than on American ones.




