Ark Invest Tracker(@ArkkDaily ):US vs CHINA: ELECTRICITY INSTALLED CAPACITY - US: ~1,150 GW in 2024, up from ~750 GW in 1990. - China: ~3,300 GW in 2024, up from ~250 GW in 1990. The US isn't behind on AI compute. It's behind on the power to run it.

Ark Invest Tracker

@ArkkDaily

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Joined September 2020

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Ark Invest Tracker@ArkkDaily

2026.05.12 13:08

US vs CHINA: ELECTRICITY INSTALLED CAPACITY - US: ~1,150 GW in 2024, up from ~750 GW in 1990. - China: ~3,300 GW in 2024, up from ~250 GW in 1990. The US isn't behind on AI compute. It's behind on the power to run it.

Tema ETFs@Temaetfs

2026.05.08 18:00

The U.S. is playing catch-up on electrification just as demand surges. AI data centers and reshoring are fueling a power boom, while years of underinvestment meet a new wave of urgency. Explore the opportunity: