Recently, many voices have been discussing the global energy transition, saying that we need to shift from traditional energy sources to electricity-driven power. It sounds ideal. But there's a question worth considering: where does the additional electricity come from?

It's not about how the share of power generation changes — but about the overall total of electricity production. Renewable energy is expanding, but global demand for electricity is also skyrocketing. Especially today, with the rise of Web3, AI, cloud computing, and other fields, data centers and computing needs are surging, and electricity consumption is simply astronomical.

If we shift to an electricity-driven model, but the electricity still mainly comes from traditional energy sources, then this transition might essentially just be shifting the problem elsewhere. The core issue remains: how to ensure the sustainability of the increased electricity supply? That is the real topic that needs open discussion.