Zortix matched this thesis to China ETFs as one way for retail investors to get exposure. Not a recommendation.
China's AI energy demand a fraction of US
The host framed China's AI energy demand as only 1-5% of its recent grid capacity additions, versus 50-70% in the US, highlighting a structural advantage.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.