Daniel Ackerman

might not win the race for leadership in AI is sufficient access to power at low cost.

And here is where the energy race with China becomes an everything race.

Because energy is not just for AI.

It is for cars.

It is for humanoid robots and industrial automation.

It is for AC on days that keep getting hotter.

Brookings Kyle Chan.

It's not just a matter of missing out on an energy opportunity, but potentially missing out on a broader technology opportunity.

All that said, electrical grid operators in the U.S.

are trying.

Drew Maloney is CEO of the Edison Electric Institute, which represents electrical companies.

The big question is, will all of that be enough?

In New York, I'm Sabree Beneshour for Marketplace.