Assertion certainty 4/5 debate potential 3/5

Morgan: US is not building power fast enough compared to China

Howard Morgan · Howard Morgan on AI, Global Venture Investing & Founder Insights | NVCA Award Recipient Series · Sep 2, 2025 · at 21:23

Howard Morgan, Chairman of B Capital Group, compares energy infrastructure buildouts in the United States against China in the context of AI compute demands.

0:00 / 0:07exact quote · 7.2s
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“We are not building power in the US nearly fast enough compared to what China's been doing, and if you want AI, you need power.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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