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Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good... chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”show more

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243,931 次观看 • 16 天前 •via X (Twitter)

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"China is very interested in making sure that no heavy industry ever goes hungry for power." Elon's been saying this for years, and he's right: the AI scaling constraint is shifting from chips → transformers → energy. Dan Wang explains how China is already scaling electricity production far faster than the U.S. > China is adding 500 GW of solar capacity v. 50GW in the U.S. > 33 nuclear plants under construction in China, and zero in the U.S.

"China is very interested in making sure that no heavy industry ever goes hungry for power." Elon's been saying this for years, and he's right: the AI scaling constraint is shifting from chips → transformers → energy. Dan Wang explains how China is already scaling electricity production far faster than the U.S. > China is adding 500 GW of solar capacity v. 50GW in the U.S. > 33 nuclear plants under construction in China, and zero in the U.S.

Patrick OShaughnessy

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Peter Navarro: "We're looking very very carefully at this whole problem of AI data centers driving up the cost of electricity for Americans. You can expect strong action from President Trump on this. It's amazing in a bad way how much electricity is projected for the AI folks to use, and a significant amount of electricity these AI centers are using is serving ChatGPT users in places like India and China."

Peter Navarro: "We're looking very very carefully at this whole problem of AI data centers driving up the cost of electricity for Americans. You can expect strong action from President Trump on this. It's amazing in a bad way how much electricity is projected for the AI folks to use, and a significant amount of electricity these AI centers are using is serving ChatGPT users in places like India and China."

Aaron Rupar

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Elon Musk: Given that the Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems as though if they had a lot of compute, there's a good chance that they would be the leaders. And at some point, they probably will have a lot of compute. Source: The Economist

Elon Musk: Given that the Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems as though if they had a lot of compute, there's a good chance that they would be the leaders. And at some point, they probably will have a lot of compute. Source: The Economist

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Nvidia $NVDA CEO Jensen Huang was asked about a recent story that said he warned that China will beat the US in the AI race “That’s not what I said. What I said was China has very good AI technology. They have many AI researchers, in fact 50% of the world’s AI researchers are in China. And they develop very good AI technology. In fact, the most popular AI models in the world today, open-source models, are from China. So, they are moving very, very fast. The United States has to continue to move incredibly fast. And otherwise, otherwise – the world is very competitive, so we have to run fast.” (H/T Dan Nystedt)

Nvidia $NVDA CEO Jensen Huang was asked about a recent story that said he warned that China will beat the US in the AI race “That’s not what I said. What I said was China has very good AI technology. They have many AI researchers, in fact 50% of the world’s AI researchers are in China. And they develop very good AI technology. In fact, the most popular AI models in the world today, open-source models, are from China. So, they are moving very, very fast. The United States has to continue to move incredibly fast. And otherwise, otherwise – the world is very competitive, so we have to run fast.” (H/T Dan Nystedt)

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THAT MOMENT WHEN NVIDIA CEO JENSEN HUANG WAS ASKED ABOUT HIS COMMENTS ON CHINA BEATING THE U.S. IN THE AI RACE: “THAT’S NOT WHAT I SAID. WHAT I SAID WAS THAT CHINA HAS VERY GOOD AI TECHNOLOGY. THEY HAVE MANY AI RESEARCHERS. IN FACT, 50% OF THE WORLD’S AI RESEARCHERS ARE IN CHINA. THEY DEVELOP VERY GOOD AI TECHNOLOGY. THE MOST POPULAR OPEN-SOURCE AI MODELS IN THE WORLD TODAY ARE FROM CHINA. SO THEY ARE MOVING VERY, VERY FAST. THE UNITED STATES HAS TO CONTINUE TO MOVE INCREDIBLY FAST. OTHERWISE, THE WORLD IS VERY COMPETITIVE, SO WE HAVE TO RUN FAST.”

THAT MOMENT WHEN NVIDIA CEO JENSEN HUANG WAS ASKED ABOUT HIS COMMENTS ON CHINA BEATING THE U.S. IN THE AI RACE: “THAT’S NOT WHAT I SAID. WHAT I SAID WAS THAT CHINA HAS VERY GOOD AI TECHNOLOGY. THEY HAVE MANY AI RESEARCHERS. IN FACT, 50% OF THE WORLD’S AI RESEARCHERS ARE IN CHINA. THEY DEVELOP VERY GOOD AI TECHNOLOGY. THE MOST POPULAR OPEN-SOURCE AI MODELS IN THE WORLD TODAY ARE FROM CHINA. SO THEY ARE MOVING VERY, VERY FAST. THE UNITED STATES HAS TO CONTINUE TO MOVE INCREDIBLY FAST. OTHERWISE, THE WORLD IS VERY COMPETITIVE, SO WE HAVE TO RUN FAST.”

Vivek Sen

155,572 次观看 • 2 个月前

🚨 NVIDIA CEO Jensen Huang on China. "The world doesn’t realize is how dependent the AI industry is on brilliant Chinese students and scientists. Around 50% of the world’s AI researchers are from China. The world is unaware of how deeply dependent the United States and China are on each other. The idea that the United States can decouple from China is flawed." From 'TIME' YT channel (link in comment)

🚨 NVIDIA CEO Jensen Huang on China. "The world doesn’t realize is how dependent the AI industry is on brilliant Chinese students and scientists. Around 50% of the world’s AI researchers are from China. The world is unaware of how deeply dependent the United States and China are on each other. The idea that the United States can decouple from China is flawed." From 'TIME' YT channel (link in comment)

Hasan

14,077 次观看 • 17 天前

NVIDIA CEO Jensen Huang on China. "The world doesn’t realize is how dependent the AI industry is on brilliant Chinese students and scientists. Around 50% of the world’s AI researchers are from China. The world is unaware of how deeply dependent the United States and China are on each other. The idea that the United States can decouple from China is flawed." ---- From 'TIME' YT channel (link in comment)

NVIDIA CEO Jensen Huang on China. "The world doesn’t realize is how dependent the AI industry is on brilliant Chinese students and scientists. Around 50% of the world’s AI researchers are from China. The world is unaware of how deeply dependent the United States and China are on each other. The idea that the United States can decouple from China is flawed." ---- From 'TIME' YT channel (link in comment)

Rohan Paul

176,590 次观看 • 18 天前

Elon Musk: The real bottleneck for AI is not chips, it is electricity. “If you look at electrical output outside of China, everywhere outside of China, it’s more or less flat. It’s maybe a slight increase, but pretty close flat. China has a rapid increase in electrical output. But if you’re putting data centers anywhere except China, where are you going to get your electricity? Especially as you scale. The output of chips is growing pretty much exponentially, but the output of electricity is flat. So how are you going to turn the chips on? Magical power sources? Magical electricity fairies? It’s harder to build on land than it is in space. It’s harder to scale on the ground than it is to scale in space. But also, you’re going to get about 5 times the effectiveness of solar panels in space versus the ground, and you don’t need batteries. I almost wore my other shirt, which says it’s always sunny in space because you don’t have a day-night cycle or seasonality, clouds, or an atmosphere in space. The atmosphere alone results in about a 30% loss of energy. So, any given solar panels can do about 5 times more power in space than on the ground, and you avoid the cost of having batteries to carry you through the night. So it’s actually much cheaper to do it in space. And my prediction is that it will be by far the cheapest place to put AI. It will be space in 36 months or less, maybe 30 months.” Dwarkesh Podcast, February 5, 2026.

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ELON CLIPS

61,830 次观看 • 19 天前

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ELON MUSK: "For the next few years America is likely to win the race in AI. Then it will be a function of who controls the AI chip fabrication. If more of the factories are owned by China then China will win. Right now all the chip fabs are in Taiwan. 100%. If China invades Taiwan in the near term the world will be cut off from advanced AI chips. I think it's essential for national security that we begin manufacturing our own chips in the US."

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401,245 次观看 • 2 个月前

ELON MUSK: “FOR THE NEXT FEW YEARS AMERICA IS LIKELY TO WIN THE RACE IN AI. THEN IT WILL BE A FUNCTION OF WHO CONTROLS THE AI CHIP FABRICATION. IF MORE OF THE FACTORIES ARE OWNED BY CHINA THEN CHINA WILL WIN." "RIGHT NOW ALL THE CHIP FABS ARE IN TAIWAN. 100%." "IF CHINA INVADES TAIWAN IN THE NEAR TERM THE WORLD WILL BE CUT OFF FROM ADVANCED AI CHIPS." "I THINK IT'S ESSENTIAL FOR NATIONAL SECURITY THAT WE BEGIN MANUFACTURING OUR OWN CHIPS IN THE US.”

ELON MUSK: “FOR THE NEXT FEW YEARS AMERICA IS LIKELY TO WIN THE RACE IN AI. THEN IT WILL BE A FUNCTION OF WHO CONTROLS THE AI CHIP FABRICATION. IF MORE OF THE FACTORIES ARE OWNED BY CHINA THEN CHINA WILL WIN." "RIGHT NOW ALL THE CHIP FABS ARE IN TAIWAN. 100%." "IF CHINA INVADES TAIWAN IN THE NEAR TERM THE WORLD WILL BE CUT OFF FROM ADVANCED AI CHIPS." "I THINK IT'S ESSENTIAL FOR NATIONAL SECURITY THAT WE BEGIN MANUFACTURING OUR OWN CHIPS IN THE US.”

Vivek Sen

1,764,268 次观看 • 2 个月前

🇺🇸 ELON MUSK ON THE AI ENGAME. ''For the next few years, America is likely to win the AI race.'' Then it becomes a question of who controls the AI chip fabrication. If more of the factories are owned by China, China will win. Right now almost all the advanced factories are in Taiwan. ''If China invades Taiwan in the near term, the world will be cut off from advanced AI chips.'' "It's essential for national security that we begin manufacturing our own chips in the US." My take: China might not even need to invade. Huawei and other domestic players are already racing to close the gap. Turn on your notifications for updates on that.

🇺🇸 ELON MUSK ON THE AI ENGAME. ''For the next few years, America is likely to win the AI race.'' Then it becomes a question of who controls the AI chip fabrication. If more of the factories are owned by China, China will win. Right now almost all the advanced factories are in Taiwan. ''If China invades Taiwan in the near term, the world will be cut off from advanced AI chips.'' "It's essential for national security that we begin manufacturing our own chips in the US." My take: China might not even need to invade. Huawei and other domestic players are already racing to close the gap. Turn on your notifications for updates on that.

CryptoGoos

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Elon Musk talks about how important electrical power production is for AI He underlines that later this year, the world might reach a point in which it will produce more AI chips than it can power, with the exception of China, which still produces enormous quantities of power.

Elon Musk talks about how important electrical power production is for AI He underlines that later this year, the world might reach a point in which it will produce more AI chips than it can power, with the exception of China, which still produces enormous quantities of power.

Visegrád 24

29,386 次观看 • 6 个月前

Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?

Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?

Ray Myers

84,029 次观看 • 8 个月前

NVIDIA CEO, Jensen Huang, warns that America's lead in AI is far from secure. He breaks down the US-China AI competition into what he calls a "five-layer cake." And while the US dominates some layers, Jensen sees critical vulnerabilities in others... 1) Energy: China has twice as much as the US despite a smaller economy. Which "makes no sense" to Jensen. 2) Chips: The US is "generations ahead," but Jensen warns against complacency. "Anybody who thinks China can't manufacture is missing the big idea." 3) Infrastructure: Standing up a data center in the US takes about three years. In China? "They can build a hospital in a weekend." 4) Models: US frontier models are "unquestionably world class," but "China is well ahead, way ahead on open source." 5) Applications: Public sentiment differs sharply. Ask both populations whether AI will do more good than harm, and "in their case 80% would say AI will do more good than harm. In our case, it'd be the other way around." Jensen's warning is clear. Leading in chips and frontier models isn't enough when you're behind on energy, infrastructure speed, open source, and public trust. Winning the AI race requires strength across the entire stack, and right now, the US has work to do.

NVIDIA CEO, Jensen Huang, warns that America's lead in AI is far from secure. He breaks down the US-China AI competition into what he calls a "five-layer cake." And while the US dominates some layers, Jensen sees critical vulnerabilities in others... 1) Energy: China has twice as much as the US despite a smaller economy. Which "makes no sense" to Jensen. 2) Chips: The US is "generations ahead," but Jensen warns against complacency. "Anybody who thinks China can't manufacture is missing the big idea." 3) Infrastructure: Standing up a data center in the US takes about three years. In China? "They can build a hospital in a weekend." 4) Models: US frontier models are "unquestionably world class," but "China is well ahead, way ahead on open source." 5) Applications: Public sentiment differs sharply. Ask both populations whether AI will do more good than harm, and "in their case 80% would say AI will do more good than harm. In our case, it'd be the other way around." Jensen's warning is clear. Leading in chips and frontier models isn't enough when you're behind on energy, infrastructure speed, open source, and public trust. Winning the AI race requires strength across the entire stack, and right now, the US has work to do.

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59,540 次观看 • 7 个月前

"It all comes down to compute." Dmitri Alperovitch from Silverado Policy Accelerator explains: "The single most important input to winning is compute the processing power used to train and run AI models. Let me say that plainly, because it is defining that everything that congress and this committee do on AI policy. The binding constraint in this competition is not talent, it is not data, and it is not cash. Both the United States and China have talented researchers and financial resources, and we have learned that frontier models trained on generic data routinely outperform smaller models, trained on more specialized inputs. It all comes down to compute."

"It all comes down to compute." Dmitri Alperovitch from Silverado Policy Accelerator explains: "The single most important input to winning is compute the processing power used to train and run AI models. Let me say that plainly, because it is defining that everything that congress and this committee do on AI policy. The binding constraint in this competition is not talent, it is not data, and it is not cash. Both the United States and China have talented researchers and financial resources, and we have learned that frontier models trained on generic data routinely outperform smaller models, trained on more specialized inputs. It all comes down to compute."

Select Committee on China

41,578 次观看 • 3 个月前

"We Do Not Need This Many Data Centers- The Chips They Use Are Outdated Within 3 Years!" Journalist & Activist Tiffany Cianci Exposes The Data Center Bubble That China Is Avoiding! "The Future Of Compute Will Not Be In Data Centers, And China Knows It! 🚨WATCH/SHARE THE LIVE X STREAM:

"We Do Not Need This Many Data Centers- The Chips They Use Are Outdated Within 3 Years!" Journalist & Activist Tiffany Cianci Exposes The Data Center Bubble That China Is Avoiding! "The Future Of Compute Will Not Be In Data Centers, And China Knows It! 🚨WATCH/SHARE THE LIVE X STREAM:

Alex Jones

131,820 次观看 • 2 个月前

Elon Musk: For the next few years, I think America is likely to win the artificial intelligence race. But that early lead is fragile and short-lived. Ultimately, the global victor will be decided by a single factor: it will be a function of who controls the AI chip fabrication. The factories that make the AI chips, who controls them? That is where the real power lies. If those facilities are controlled, if more of them are controlled by China, then China will win the future of AI. Right now, almost all the advanced AI chip factories, they call them fabs, are located in Taiwan. That immense concentration of manufacturing creates a massive vulnerability for the rest of the globe. If China invades Taiwan, what happens to the world? Well, if they were to invade in the near term, the entire world would essentially be cut off from advanced AI chips overnight. Everything would grind to a halt. Currently, one hundred percent of advanced AI chips are made in Taiwan. We are relying entirely on a single location for the critical hardware that will define the next era of human technology and military dominance. Bringing that manufacturing power back home and securing our own supply chain is absolutely essential for national security, and the harsh reality is that we are simply not doing enough to prepare.

Elon Musk: For the next few years, I think America is likely to win the artificial intelligence race. But that early lead is fragile and short-lived. Ultimately, the global victor will be decided by a single factor: it will be a function of who controls the AI chip fabrication. The factories that make the AI chips, who controls them? That is where the real power lies. If those facilities are controlled, if more of them are controlled by China, then China will win the future of AI. Right now, almost all the advanced AI chip factories, they call them fabs, are located in Taiwan. That immense concentration of manufacturing creates a massive vulnerability for the rest of the globe. If China invades Taiwan, what happens to the world? Well, if they were to invade in the near term, the entire world would essentially be cut off from advanced AI chips overnight. Everything would grind to a halt. Currently, one hundred percent of advanced AI chips are made in Taiwan. We are relying entirely on a single location for the critical hardware that will define the next era of human technology and military dominance. Bringing that manufacturing power back home and securing our own supply chain is absolutely essential for national security, and the harsh reality is that we are simply not doing enough to prepare.

Ian Miles Cheong

408,156 次观看 • 4 个月前

Why wouldn’t China want more data centers built in the United States? Simple, the nation that leads in AI will lead the future, economically, technologically, and militarily. We’re already seeing it happen in real time as AI drives unprecedented productivity and margin expansion across every sector of the economy. While America debates permits, regulations, and protests over data centers, China is rapidly building power infrastructure and scaling compute capacity as fast as possible. This race is no longer theoretical. Whoever has the most compute, the best models, and the strongest infrastructure will shape the next era of global power.

Why wouldn’t China want more data centers built in the United States? Simple, the nation that leads in AI will lead the future, economically, technologically, and militarily. We’re already seeing it happen in real time as AI drives unprecedented productivity and margin expansion across every sector of the economy. While America debates permits, regulations, and protests over data centers, China is rapidly building power infrastructure and scaling compute capacity as fast as possible. This race is no longer theoretical. Whoever has the most compute, the best models, and the strongest infrastructure will shape the next era of global power.

Kevin O'Leary aka Mr. Wonderful

35,475 次观看 • 2 个月前