China's 20+ SMR start-ups signal nuclear tech race with US
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China's energy regulator is directing domestic gas turbine makers to accelerate development and market to overseas data centers, aiming to break Western firms' grip on a market seeing record orders (38 GW in Q2, up 29% QoQ). The move signals a strategic industrial push tied to AI-driven power demand, but China's technological gap and certification hurdles remain uncertain. This could reshape global gas turbine supply dynamics and energy infrastructure competition.
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