Inside the AI Cold War Between the U.S. and China

WSJ Tech News Briefing

The Wall Street Journal

News, Tech News

4.6 • 1.6K Ratings

🗓️ 11 November 2025

⏱️ 11 minutes

🔗️ Recording | iTunes | RSS

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Summary

Despite falling behind the U.S. in some key areas, Wall Street Journal senior global correspondent Josh Chin reports that China is quickly catching up in the race to create an AI superintelligence. Plus, Wall Street Journal news associate Jared Mitovich says customers across the country are feeling the heat of escalating energy prices, partially caused by new data centers. Peter Champelli hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to Tech News Briefing.
0:05.0	It's Tuesday, November 11th.
0:08.0	I'm Peter Champelli for the Wall Street Journal.
0:10.0	Energy is getting more and more expensive.
0:13.0	This August, prices in New Jersey were 19% higher than a year before.
0:18.0	And across the country, people are feeling the pain as rising energy prices overlap with
0:23.2	more expensive food and persistent inflation.
0:26.6	We're getting into what's causing these price hikes.
0:29.4	And then, the US is the leader in AI, but China is catching up, with increased investment
0:35.0	from the government and a plan to use computing power from across
0:38.1	the nation to level the playing field.
0:43.4	But first, energy customers from across the country are feeling the heat as costs are rising,
0:49.4	partially due to more and more data centers popping up in some areas.
0:53.2	Just yesterday, a group of Democratic senators called on the Trump administration to share
0:57.3	how it plans to mitigate price impacts from these AI data centers, to protect citizens and
1:02.2	put more burden on the companies.
1:04.7	As prices continue to rise, one organization projected electricity shutoffs due to unpaid
1:09.9	bills could rise to 4 million nationwide
1:12.5	this year, up from about 3.5 million last year.
1:16.7	The Wall Street Journal's Jared Midevich joins us to explain the trend.
1:20.8	Jared, power prices are going up everywhere across the United States.
1:25.0	What's causing people's energy bills to go up?
	...

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