This is the most important graph of the year. Energy will be the biggest bottleneck, there's no doubt about it. Yes, computing remains a bottleneck, and demand massively exceeds supply. But far more crucial is being able to power the data centers. China is currently building 38 new nuclear reactors with a combined capacity of approximately 39.8 gigawatts. The US, on the other hand, is primarily focusing on small nuclear reactors for the future. And that's not even mentioning solar capacity. Seriously: the future will be decided by energy. By grid expansion, energy production, and scaling. And China has a clear lead here.