Kevin O’Leary has issued a sharp reality check for investors banking on the artificial intelligence (AI) boom, warning that the United States is critically unprepared to power the technology it pioneered.

500 Gigawatt Gap

In a direct-to-camera statement, the O'Leary Ventures chairman argued that while AI productivity is currently propping up the S&P 500, the U.S. energy grid is dangerously stagnant compared to China's aggressive expansion.

O’Leary identified the physical power grid as the single biggest threat to American AI dominance. While AI tools have driven market optimism across all 11 sectors over the last 24 months, O’Leary cautioned that this growth is hitting a hard physical ceiling: electricity.

“Here’s our problem… We have no power,” O’Leary stated bluntly. He drew a stark contrast between the two global superpowers, noting that China has added “500 gigawatts [of power] in the last 24 months,” while claiming the U.S. has built “zero.”

“We have no power on the grid. This is a big problem,” he added, signaling that without ...