metatrends.substack.com/p/the-moon-had-it-coming-when-ai-turned

The full-year 2025 numbers do not support this claim.

PV Tech, citing Ember data, reports 647 GW of global solar PV installations in 2025, with China accounting for 378 GWdc — described as “more than half” of the world total, not twice the rest of the world combined. If the global total was 647 GW and China installed 378 GW, the rest of the world installed about 269 GW. That means China installed roughly 1.4× as much as the rest of the world, not 2×.

A separate report based on China’s National Energy Administration data gives China’s 2025 additions as 315.07 GW (AC), which likewise does not come close to being double the rest-of-world total.

So the article overstates China’s 2025 solar build-out: it was enormous, but not “twice as much ... as the rest of the world combined.”