China’s computing power electricity use to rise over 100 TWh annually in 15th Five-Year Plan

The headline number matters less than the source: an energy regulator, not a tech ministry, is now planning around compute as a load category. That signals data centers are being folded into grid and power-mix planning rather than treated as a niche demand, with implications for how electricity is allocated and priced. The open question is whether the buildout tracks the NEA's projection or gets constrained by the power system itself, and how much of that load is served by domestic supply versus imports.