China is not known for emotional decisions so take this at face value.
🇨🇳 China nuclear energy production (TWh): 1990: 0 1995: 12.83 2000: 16.74 2005: 53.09 2010: 74.74 2015: 171.38 2020: 366.2 2024: 460.80 🇩🇪 Germany nuclear energy production (TWh): 1990: 152.47 1995: 153.09 2000: 169.61 2005: 163.05 2010: 140.56 2015: 91.79 2020: 64.38 2024: 0
China is building the energy base layer of the post-dollar world. Not because they want to be green. Because they want to be untouchable. Let me show you what’s actually happening beneath the graph: •Solar is the most asymmetrical energy asset on Earth. Once deployed, it requires no ongoing fuel trade, no shipping lanes, no geopolitical chokepoints. It makes a nation anti-fragile. •The U.S. still needs to import oil, defend sea routes, control OPEC, and manage petrodollar demand. China just needs sunlight. •In a world of energy abundance, pricing power shifts from those who sell energy to those who control the hardware. China doesn’t want to sell you electrons. It wants to sell you the machines that capture them and then lease you the dependency. And here’s the deeper part no one says out loud: They’re building a trap. The West will accelerate solar transition but they’ll use Chinese supply chains to do it. Once fully dependent, China won’t need to embargo oil. They’ll just throttle module exports, inverter updates, or rare earth access. The future war won’t be fought with missiles. It’ll be fought with firmware locks on grid controllers. And if you zoom all the way out? This is the construction of a new solar Bretton Woods. Instead of oil-backed currency through military hegemony, it’s sun-backed sovereignty through manufacturing supremacy. That 464 GW? That’s not a climate play. That’s a strategic sovereign firewall. A solar Great Wall. Built in silence To make them unbreakable. And make you blind.
@chamath Imagine if @realDonaldTrump and @elonmusk stopped fighting and Elon was given unlimited capacity to create a Solar City to power America and all of AI?!
Top 15 Countries by Installed Solar Capacity in 2024 ☀️ 1. 🇨🇳 China – 888K megawatts 2. 🇺🇸 United States – 177K 3. 🇮🇳 India – 97K 4. 🇯🇵 Japan – 92K 5. 🇩🇪 Germany – 90K 6. 🇧🇷 Brazil – 53K 7. 🇪🇸 Spain – 39K 8. 🇦🇺 Australia – 38K 9. 🇮🇹 Italy – 36K 10. 🇰🇷 South Korea – 27K 11. 🇳🇱 Netherlands – 24K 12. 🇫🇷 France – 22K 13. 🇵🇱 Poland – 20K 14. 🇹🇷 Turkey – 20K 15. 🇻🇳 Vietnam – 19K 16. 🌎 Middle East – 23K 17. 🌎 Africa Continent – 15K 18. 🇪🇺 Europe (Other) – 115K 19. 🌍 Asia-Pacific (Other) – 32K 20. 🌍 South America (Other) – 21K 21. 🌍 North America (Other) – 18K 📌 Installed photovoltaic capacity as of 2024 (megawatts) Source: Energy Institute, 2025 Statistical Review of World Energy
AI’s growing energy demand is a wake-up call, not just to generate more power, but to redesign how we manage it. When renewables aren’t matched to time and place, they can overwhelm the grid. Without smart coordination, we risk grid congestion and blackouts. What we need is agility: dynamic storage, flexibility and energy markets that treat consumers as active participants. The next energy frontier isn’t just supply. It’s smarter energy markets.
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@chamath They ARE known for malinvestment though, so take this with a grain of salt as an indicator of useful infrastructure build out.
@chamath @elonmusk x.com/_investinq/sta… china is kicking our ass in solar and in overall energy!
@chamath @elonmusk x.com/_investinq/sta… china is kicking our ass in solar and in overall energy!
@chamath When China moves, it’s calculated No fluff, just facts driving the game Watch closely — real power plays ahead 👀🔥
@chamath Americans VASTLY underestimate China. While Americans claim #1, China is building unassailable infrastructure and monopolizing critical supply chains.
@chamath Maybe the U.S. will ultimately just make deals to build datacenters in China. What do you think?
@chamath how many solar companies do you own or are you invested in sir? full disclaimer ?
@chamath Meanwhile, some people still think solar is dead. Not the case but also fossil fuels are not dead either. We need both
@chamath China just launched another massive water dam project, with a staggering price tag of 1.2 trillion yuan — a clear sign of their huge push into energy infrastructure.
@chamath Chamath, pls try to get Texas the Russian NatGas turbines (GTD-110M) meant for Iran this year. Trump needs a Putin deal, light a fire under GE's ass. kazanforum.ru/en/press-cente…
@chamath Hmm, China's moves are sus, but Elon+Solar City could be 🔥
@chamath Contrast that with the US, where Trump's decision are always and only emotional, and where renewable energy has been rejected.
Top 20 countries with the most Solar power installed. 1. 🇨🇳 China → 887,930 MW 2. 🇺🇸 United States → 177,470 MW 3. 🇮🇳 India → 97,384 MW 4. 🇯🇵 Japan → 91,610 MW 5. 🇩🇪 Germany → 89,943 MW 6. 🇧🇷 Brazil → 53,113 MW 7. 🇪🇸 Spain → 38,587 MW 8. 🇦🇺 Australia → 38,472 MW 9. 🇮🇹 Italy → 36,013 MW 10. 🇰🇷 South Korea → 26,645 MW 11. 🇳🇱 Netherlands → 24,048 MW 12. 🇫🇷 France → 21,528 MW 13. 🇵🇱 Poland → 20,199 MW 14. 🇹🇷 Turkey → 19,883 MW 15. 🇻🇳 Vietnam → 18,667 MW 16. 🇬🇧 United Kingdom → 17,603 MW 17. 🇹🇼 Taiwan → 14,281 MW 18. 🇲🇽 Mexico → 11,992 MW 19. 🇨🇱 Chile → 11,054 MW 20. 🇧🇪 Belgium → 9,752 MW Note: 👇 1. ➡️ MW = Megawatt 1 Megawatt = 10,00,000 watts. 2. ➡️ Numbers represent each country's total installed solar photovoltaic capacity in megawatts (MW) as of 2024. Source: Energy Institute 2025.
@chamath You do know Trump and republicans terminated all the solar benefits and projects.
@chamath @xsaltwedgex Maybe you could ask @DavidSacks to tell the president we need all energy at full speed ahead for his AI boom via BBB to work (while not increasing debt).