The energy constraints for AI are significant, especially as China ramps up its electricity production much faster than the US.

Energy abundance is crucial for driving priorities at home, especially for AI, as we currently lack enough electricity to support its growth.

Electricity generation will play a crucial role in determining which countries economically benefit from AI in the next 10 to 15 years.

China's advancements in physical infrastructure and energy production pose a competitive threat to the U.S. in AI development, highlighting the need for the U.S. to streamline data center construction and energy production.

A significant limitation to AI progress is the energy requirement; for instance, America needs an additional 90 gigawatts of power, equivalent to 90 nuclear power plants, to support current AI demands.

The U.S. must balance the need for technological advancement with the risks posed by adversaries like China, ensuring that it remains at the forefront of AI development.

We view AI as a massive opportunity to accelerate the development of next-generation energy technologies, including nuclear power.

The industrial capacity of China is fearsome, especially in deploying highly autonomous AI-driven drones at scale, which presents a significant challenge for the U.S.

China has demonstrated that it can produce competitive AI technologies despite export controls, highlighting the need for the U.S. to invest in its own research capabilities.