Energy

“Eastern Data, Western Compute” is Fake

China promised to move its data centers west. Now it’s backtracking.

Jul 10 • Irene Zhang and Nick Corvino

Transmission Dominance with Chinese Characteristics

Comparing the US and China Transmission Buildout

Jun 21

Yes, Transformers Are a Problem...

But so are converters, inverters, and MMCs!

Jun 20

All In On Fusion

China's commitment to build

Apr 22 • Caleb Harding

Why Geothermal Failed in China

And is there still potential?

Mar 31 • Lily Ottinger

Fusion's DeepSeek Moment?

China's hottest fusion founder talks

Mar 26 • Caleb Harding

China and Taiwan on Venezuela

"The Chinese radar's quality makes you think they bought it on Pinduoduo."

Jan 7 • Nick Corvino

Energy: How to Build Compute in America

Why geothermal is so hot right now

Mar 17, 2025 • Jordan Schneider and Lily Ottinger

Gridlocked: Transformer Shortage Choking US Supply Chains

If Trump wants to build, he needs an industrial policy for transformers

Feb 11, 2025 • Lily Ottinger and Caleb Harding

Powering China’s Data Centers: Batteries or Nukes?

Does a Great Wall of Batteries make any sense?

Sep 12, 2024 • Caleb Harding and Lily Ottinger

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