What a weird take. China should be generating more electricity than the US, if only because they have 4x the number of people. And regardless, "generating electricity" is not automatically some sort of advantage.

And I don't get his link to the X post that he's labeled "nationalizing nvidia"; what he links to is... not that.

I agree in general that the US is completely mismanaging the adversarial relationship with China, but this post reads like a conspiracy theorist fever dream.