Summary
As the global AI and US-China tech race intensifies, energy security is a decisive factor. To stay ahead, China is rapidly expanding its nuclear energy capacity, with 28 reactors under construction. By 2030, it is expected to overtake the US as the world’s largest producer of nuclear energy.
The US is also investing billions in new nuclear technology, but progress has been slower in recent years. Meanwhile, strong state backing in China, a rise in the number of patents and a push for self-sufficiency are driving its ambitions — even as challenges around energy imports remain.
In a world shaped by AI, robotics and advanced manufacturing, reliable large-scale electricity could help determine the frontrunner in the global technology race.
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