Sources cited in the video "Will China overtake the US in the AI race?"

  1. Institute for Progress' "How Should the US Prepare for Increasingly Automated AI R&D?" slides 1, 23, 31, 32
  2. Ember, Global Electricity Review 2026 slide 2
  3. IEA, Global Energy Review 2026 slide 2
  4. National Energy Administration slide 3
  5. EIA slide 3
  6. IEA, Key Questions on Energy and AI (2026) slides 3, 4, 6
  7. Financial Times, reporting from Ulanqab (Oct 2026) slides 5, 8, 9, 10
  8. SemiAnalysis, "The Chinese AI Infrastructure Boom" (Sept 2026) slides 5, 10
  9. Lawrence Berkeley National Laboratory, 2025 Update (June 2026) slide 6
  10. Ember slide 7
  11. LBNL, Queued Up 2026 slide 8
  12. IEA (2025) slide 8
  13. Wood Mackenzie slide 8
  14. TBEA slide 8
  15. GE Vernova slide 8
  16. ASPI Strategist (May 2026) slide 9
  17. China Briefing, on the state planner's "Eastern Data, Western Computing" hubs slide 9
  18. Natural Earth slides 9, 10
  19. ChinaTalk (April 2026) slides 11, 19, 20
  20. Epoch AI data slide 11
  21. Goldman Sachs estimates, via Al Jazeera (Sept 2026) slide 12
  22. Epoch AI estimates (Sept 2026) slide 13
  23. Epoch AI, Data on AI chip sales slides 14, 15
  24. TSMC announcements slide 16
  25. TechInsights teardowns slide 16
  26. ASML annual reports slide 17
  27. ASML via Reuters (Dec 2025) slides 17, 18
  28. ASML, "Making EUV: from lab to fab" slide 18
  29. Bernstein via Tom's Hardware slide 20
  30. TrendForce quarterly DRAM revenue rankings slides 21, 22
  31. CXMT's DRAM share, from its listing prospectus, via Business Reporter (July 2026) slide 21
  32. Counterpoint slide 22
  33. Epoch Capabilities Index slide 23
  34. Hugging Face, State of Open Models (Aug 2026) slide 25
  35. State of Open Source, Spring 2026 slide 25
  36. Carnegie Endowment, AI Talent v3.0 (2022 and 2025) slides 26, 27
  37. MacroPolo slide 26
  38. RAND PE-A5105-1 (Sept 2026) slides 28, 29, 32
  39. China's Foreign Ministry, regular press conference transcript, 14 Sept 2026 slide 30
  40. Rest of World slide 30
  41. CNBC slide 31
  42. Fortune slide 31
  43. IDAIS Beijing statement slide 31
  44. Sun Chenghao, "Why China doubts US calls to pause AI" (Sept 2026) slides 31, 32, 33
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