A power grid infographic hit 46.5M on Toutiao — because Chinese netizens have figured out that the AI race is ultimately an electricity story. The 'Six Networks' buildout is the unsexy precondition for DeepSeek, Qwen, and the whole model zoo.
A Toutiao blogger with 2.2M engagement argues markets are massively underpricing China's electricity crisis. Between AI data center buildout and industrial demand, the grid is getting squeezed from both ends. Here's why Chinese netizens are connecting dots analysts won't.
China's electricity consumption grew 6.9% year-on-year — outpacing GDP. That gap is the AI data center arms race, the robotics manufacturing buildout, and the consumer-internet compute bill, all visible in one number.