So, I mean, if you look at electrical output outside of China, everywhere outside of China, it's more or less flat. It's very. Maybe a slight increase, but for pretty close, flat. China has a rapid increase in electrical output. But if you're putting data centers anywhere except China, where are you going to get your electricity? Especially as you scale, the output of chips is growing pretty much exponentially, but the output of electricity is flat. (01:02–01:06)
CLAIM
Asserts that China is rapidly increasing its electrical output.
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