AI and Energy Competition Likely to Elevate US-China Tensions

Energy & Infrastructure

China is pioneering integrated AI-energy expansion, combining renewables with rapid SMR development to secure scalable, dependable power and geopolitical leverage
The US will likely face infrastructure and supply constraints that limit AI data center expansion and could constrain hyperscale capacity and leadership.
Rising global energy competition will lead to both strategic opportunities and associated risks for energy infrastructure development, uranium supply chains, and green energy projects.
As nuclear power increasingly supports AI, resource, supply chain (HALEU), and regulatory hurdles will intensify US-China competition.