bloomberg.com web signal

Bloomberg: China Plots $3.9T Grid Buildout Through 2049 to Convert Wasted Renewables Into AI Edge

Summary

Bloomberg reports China is positioned to spend trillions on power lines, mega-batteries and storage through 2049 to convert the roughly 9% of wind and solar output wasted in H1 2026 into cheap supply for AI data centers. State Grid alone plans $574B over the next five years — a 40% lift versus 2021-2025 — to connect inland renewables hubs in Tibet and Gansu to eastern megacities where AI compute clusters are concentrating.