1/ America is in a $7 trillion race with China for AI leadership—and our long-term leadership is at risk. 🧵

The data is clear and alarming: across the four pillars of AI strength—energy, compute, talent, and adoption—China is outbuilding and outpacing us and aggressively offsetting the advantages we hold today in compute.

Here are the key findings from our newly-released Visual Guide to the U.S.–China AI Race in full here: americanedgeproject.org/new-report-war… 2/ ENERGY for AI: China’s biggest AI advantage.
- China generates two times more electricity than the U.S. and invests $300 billion more than U.S. in 2025.
- It will add 60% more power by 2040
- Beijing sees AI’s massive energy needs as a “solved problem”
Meanwhile, America faces a projected +78% surge in demand—with a grid that’s already strained.

1/ 1,100 reasons to freeze state AI legislation: @RealDonaldTrump called on Congress to freeze state AI regulations because “overregulation by the States is threatening to undermine this Major Growth ‘Engine.’” He’s right and here’s why: (note: All data below are from upcoming @AmericanEdge studies) 2/ The AI boom is benefiting every state all across the country. The map below shows how AI-related venture capital is surging across America’s states. In total, nearly 27,000 AI-related VC deals closed from 2019-25, totaling more than half-a-trillion dollars of investment activity.