Comment by pu_pe

> [China's] reserve margin has never dipped below 80%–100% nationwide, meaning it has consistently maintained at least twice the capacity it needs (...). That level of cushion is unthinkable in the United States, where regional grids typically operate with a 15% reserve margin and sometimes less

That's a huge difference!

This also means that in a scenario where credible alternatives to Nvidia and AMD emerge in mainland China, the Chinese will win even if their chips are far less efficient.