Money Flow Journal

The "Electron Gap": Why Kevin O'Leary Says the U.S. Grid is Losing to China (And How to Invest) Introduction: The $70 Billion Bet Against U.S. Red Tape Kevin O'Leary, the "Shark Tank" investor known for his ruthless pragmatism, has stopped just *talking* about the energy crisis—he is now putting his money where his mouth is. In a move that shocked Wall Street, O'Leary Ventures recently unveiled plans for "Wonder Valley," a $70 billion AI data center campus in Alberta, Canada. Why Canada? O'Leary’s reasoning is a scathing indictment of the U.S. energy grid. He argues that while U.S. regulators debate permits for years, China has added nearly 500 gigawatts (GW) of power capacity in the last 24 months. The U.S. is facing a massive "Electron Gap," and O'Leary believes the only way to win the AI arms race is to go where the power is cheap, stranded, and burnable *right now*. The Core Problem: The "Power Wall" is Here Gold...