The big AI companies are going to see their margins disappear(theregister.com)
theregister.com
The big AI companies are going to see their margins disappear
https://www.theregister.com/ai-ml/2026/05/18/the-big-ai-companies-are-going-to-see-their-margins-disappear/5242227
Therefore, lost cost energy equates to low cost AI.
Low cost energy is renewable, not carbon based.
China has the world's largest and fastest growing renewable energy capacity.
In other words, China is positioned to ultimately own the AI as a service market.