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Tone of article is more about the hopeless situation for US. It correctly highlights China's humanist economics of abundance. The US, as the most corrupt country in the world, not only makes policy for insider trader benefits, but is also committed to climate terrorist interests, and climate terrorist only energy expansion.
Even under Biden, war on Russia was designed to boost climate terrorism energy and capture of EU markets, including blatant sabotage of Nordstream, despite moral gesticulations supporting renewables.
To your point, every media guest, will tell us that it is a national security priority as great as nuclear weapons dominance to support the achievement of Skynet even if all electricity consumers other than trillionaire tech companies face triple electricity costs. If we are not made miserable through absolute pillage for oligarchs, then China will win, is the propaganda manipulation.
In truth, and best way to understand article, is that if you prioritize AI dominance over climate terrorism, then cheap Chinese energy (solar) and batteries is the path to quickly develop AI datacenters. Climate terrorism and consumer extortion profits is the greater priority of US policy, which infact dooms the US to lose at its Skynet utopia objective.