I don't believe we are at a point where the electricity cost is actually all that important. From what I can tell, the biggest issue with the electric grid in U.S. is capacity and access.
For example, as you all exhaustively know and poke fun at, the actual act of building something in America, is a years long process. Not just the actual concrete-pouring, but the permitting, regulations, political handshaking, etc.
The way in which some of these things are mitigated, is by finding areas where the regulatory process can be "speedrun". The problem, is that this goldilocks area where the regulatory process can be sped up, but also has the available electricity capacity is fairly limited. This is why things like this modular, deployable gas generator got so much hype. Because it allows data centers to be potentially built in the middle of nowhere, as fast as possible.
Cost, isn't a problem or a bottleneck for these companies. China's electricity advantage will take far more time to materialize. Possibly after the AI bubble bursts in America (assuming it does). Currently, the industry is just not that price sensitive.
guys, this is getting way off topic. Anything more on the electricity and cost advantage category will get deleted.
You can continue to talk about this stuff in AI thread if you want.

