According to @CNBC, its China Connection newsletter reports the U.S.-China AI talent race is intensifying, underscoring chip war dynamics, computing power, talent, and electricity constraints. Source: @CNBC tweet on Dec 10, 2025 and the linked CNBC newsletter article. For crypto traders, these constraints intersect with Bitcoin mining economics because electricity is the dominant operating cost for miners, making power conditions a key margin driver. Source: Cambridge Centre for Alternative Finance, Cambridge Bitcoin Electricity Consumption Index methodology. The International Energy Agency documents rapid growth in data center electricity demand tied to AI workloads, highlighting energy conditions relevant to power‑intensive computing sectors such as BTC mining. Source: International Energy Agency, 2024 Data Centres and AI analysis.