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Elon Musk: AI's limiting factor: Electricity. AI chip production grows exponentially, but electricity supply crawls at 3-4% yearly. China's solar capacity dwarfs the US, highlighting a global energy imbalance. Elon Musk : "Solar is by far the largest source of energy"

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🇨🇳🇺🇸 ELON: CHINA'S SOLAR SURGE IS HALF OF THE U.S. POWER "China's production capacity for solar is 1500GW/year. They're deploying over 1000GW/year of solar. For a continuous solar load, you divide that by roughly 4 or 5. That's around 250GW of steady state power paired with batteries. That's half of the average power usage in the U.S. China can provide steady state power, and batteries can do half of the U.S. electricity output per year just for solar. Solar is by far the biggest source of energy." Source: Elon Musk, WEF

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ELON MUSK: "China's growth in electricity is tremendous. Solar is the biggest thing in China. I believe China's production capacity on solar is 1500 gigawatts a year, and they're deploying over 1000 gigawatts a year of solar. US power usage on average is 500 gigawatts. China, just in solar can provide steady state power, and batteries can do half of the US electricity output per year just with solar."

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