Opinion | Artificial intelligence
Published on: 19. October 2025

Artificial intelligence: Why access to electricity will determine the winner of the AI race

Jeffrey Wu is a Director at MindWorks Capital in Hong Kong.

Electricity, not algorithms or chips, will decide the next phase of the global AI race. China has an advantage here with its open-source models and renewable-energy capacities.

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Last updated: 19. October 2025

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