America has the chips. Here’s what it’s missing in race with China

Published July 3, 2026 7:00am ET



As America celebrates 250 years of freedom, the question is whether we can win the global race against China in artificial intelligence, the newest technology. The country that generates the most reliable electricity fastest will train the most powerful models and set technological terms for the rest of the century.

China is building dozens of new coal-fired power plants a year and has no permitting or environmental constraints. The question is whether America can keep pace.

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