China's Energy Infrastructure Boosts AI Stocks Amid US-China Competition
China's significant investment in energy infrastructure is expected to provide its AI companies a competitive edge over the US, according to Bernstein. In 2025, China added over 500 gigawatts of new power capacity, with renewable energy costs being one-third of those in the US, creating favorable conditions for large-scale AI data centers.
Published Mar 25, 2026
Bernstein analysts indicate that China's extensive investment in energy infrastructure may give its AI stocks a competitive advantage over those in the US. In 2025, China added more than 500 gigawatts of new power capacity. The cost of renewable energy in China is approximately one-third of that in the US, establishing fundamentally favorable conditions for operating large-scale AI data centers.
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