You really have to look at energy/capita and how much energy is embedded in exports. The gross numbers are misleading. The US wasn't building new electrical generation capacity because it didn't need it and there was no market for it (caveats apply, but in a broad sense this is the major reason). Now that the market exists the question is how much can the US actually bring online and how rapidly, which is a real challenge after decades of degrowth politics used to justify slash and burn consumption of the industrial base.

AI is really all about electricity. AI could be completely fake and yield zero value whatsoever and the US would do exactly what it is doing now because the AI bubble is what creates the market for building new electrical generation capacity, which is needed for re-industrialization. Also why our friends in UK/Europe/China are so busy pushing anti-AI propaganda to try to undermine this.

Oh, the UK and Europe castrated themselves and want others to follow the example. They still don't have made the connection between "I give up ability" and i get attacked by a proxxy opponent by those i gave ability up too.

They do not want to life in the world that is and thats going to be, but in the past and the world they green ideology promised. Reality denial be a addictive poison.

That last para is a novel idea. I wonder if there's any evidence to support/undermine it though?