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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.

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29,386 просмотров • 8 месяцев назад •via X (Twitter)

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ELON: "WE'LL HAVE MORE AI CHIPS THAN POWER TO RUN THEM" "The limiting factor for AI deployment is fundamentally electrical power. It's energy. We're seeing the rate of AI chip production increase exponentially, but the rate of electricity being brought online is 5% a year, max. It's clear that we're very soon, maybe even later this year, we'll be producing more chips than we can turn on." Source: Elon Musk
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ELON: "WE'LL HAVE MORE AI CHIPS THAN POWER TO RUN THEM" "The limiting factor for AI deployment is fundamentally electrical power. It's energy. We're seeing the rate of AI chip production increase exponentially, but the rate of electricity being brought online is 5% a year, max. It's clear that we're very soon, maybe even later this year, we'll be producing more chips than we can turn on." Source: Elon Musk

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ELON MUSK: "The limiting factor for AI deployment is fundamentally electrical power. The rate of AI chip production is increasing exponentially, but the rate of electricity being brought online is low. It's clear that very soon we'll be producing more chips than we can turn on."
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ELON MUSK: "The limiting factor for AI deployment is fundamentally electrical power. The rate of AI chip production is increasing exponentially, but the rate of electricity being brought online is low. It's clear that very soon we'll be producing more chips than we can turn on."

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Elon Musk says the AI boom hits a WALL this year when we run out of power to run the chips. He says the whole industry is about to learn a hard lesson in hardware. Chip output is exploding, but electricity is nearly flat everywhere outside China. So the two lines cross this year. He says by the end of the year, we will be making more AI chips than we can actually turn on. Millions of them pile up with nowhere to plug in. In his words, the bottleneck for the next year is not chips, it is raw power. Whoever can turn on the most chips fastest wins the race. In the end, the AI race comes down to one thing: Raw electricity. — Elon Musk (.Elon Musk) on Dwarkesh Patel's (.Dwarkesh Patel) podcast
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Elon Musk says the AI boom hits a WALL this year when we run out of power to run the chips. He says the whole industry is about to learn a hard lesson in hardware. Chip output is exploding, but electricity is nearly flat everywhere outside China. So the two lines cross this year. He says by the end of the year, we will be making more AI chips than we can actually turn on. Millions of them pile up with nowhere to plug in. In his words, the bottleneck for the next year is not chips, it is raw power. Whoever can turn on the most chips fastest wins the race. In the end, the AI race comes down to one thing: Raw electricity. — Elon Musk (.Elon Musk) on Dwarkesh Patel's (.Dwarkesh Patel) podcast

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ELON MUSK: AI is heading toward a massive power shortage in 2027. “There is quite a crisis of power. The consensus among analysts who follow the AI space closely is that there will be at least a 15-gigawatt power shortfall in 2027 for AI chips. AI chip production has been rising by roughly 40% to 50% a year, while available power outside China has been rising by only 10% to 20% a year. The faster-rising thing will eventually overwhelm the slower-rising thing.”
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ELON MUSK: AI is heading toward a massive power shortage in 2027. “There is quite a crisis of power. The consensus among analysts who follow the AI space closely is that there will be at least a 15-gigawatt power shortfall in 2027 for AI chips. AI chip production has been rising by roughly 40% to 50% a year, while available power outside China has been rising by only 10% to 20% a year. The faster-rising thing will eventually overwhelm the slower-rising thing.”

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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.”
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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.”

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.Elon Musk on OpenAI in 2016: "The intent with OpenAI is to democratize AI... Freedom consists of the distribution of power and despotism in its concentration. It's important if we have this incredible AI power that it not be concentrated in few hands."
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.Elon Musk on OpenAI in 2016: "The intent with OpenAI is to democratize AI... Freedom consists of the distribution of power and despotism in its concentration. It's important if we have this incredible AI power that it not be concentrated in few hands."

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Elon Musk reveals the real limiting factor for AI is not chips anymore, it’s electricity AI chip production is growing exponentially, but global electricity supply is only increasing 3–4% per year. We’re reaching the point where we produce more chips than we can actually turn on Power is the ultimate bottleneck in 2026. Data centers now face up to 7-year waits for grid connections, leaving many GPUs sitting idle Energy is the new oil of the AI race
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Elon Musk reveals the real limiting factor for AI is not chips anymore, it’s electricity AI chip production is growing exponentially, but global electricity supply is only increasing 3–4% per year. We’re reaching the point where we produce more chips than we can actually turn on Power is the ultimate bottleneck in 2026. Data centers now face up to 7-year waits for grid connections, leaving many GPUs sitting idle Energy is the new oil of the AI race

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🚨 ELON MUSK: “The consensus estimate among analysts that follow the AI space very closely is that there will be at least a 15-gigawatt shortfall of power in 2027 for AI chips.”
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🚨 ELON MUSK: “The consensus estimate among analysts that follow the AI space very closely is that there will be at least a 15-gigawatt shortfall of power in 2027 for AI chips.”

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Elon Musk: The fundamental limitation on AI is going to be electricity generation. “A few years ago I made a very obvious prediction which is that the limitation on AI will be chips, and it's still chips today. Then, it will be electrical equipment because you need to take power that might be at 300,000 volts, all the way down to 400 volts for the computer. So you need step-down transformers and a lot of them and a lot of cabling and wiring and fuses, it's a lot of transformers, essentially. And the electrical transformer industry is not used to big changes in demand. And then as we solve the transformer shortage, there will be the fundamental electricity generation shortage. We're getting there soon. My guess is people going to start hitting challenges with power generation maybe by middle of next year, end of next year. The question is how many power plants are getting built and how fast can you build a power plant?” CNBC Interview with David Faber, May 20, 2025
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Elon Musk: The fundamental limitation on AI is going to be electricity generation. “A few years ago I made a very obvious prediction which is that the limitation on AI will be chips, and it's still chips today. Then, it will be electrical equipment because you need to take power that might be at 300,000 volts, all the way down to 400 volts for the computer. So you need step-down transformers and a lot of them and a lot of cabling and wiring and fuses, it's a lot of transformers, essentially. And the electrical transformer industry is not used to big changes in demand. And then as we solve the transformer shortage, there will be the fundamental electricity generation shortage. We're getting there soon. My guess is people going to start hitting challenges with power generation maybe by middle of next year, end of next year. The question is how many power plants are getting built and how fast can you build a power plant?” CNBC Interview with David Faber, May 20, 2025

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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: The Sun produces an enormous amount of energy every second. Even taking a tiny slice of that energy would be thousands of times more than all the power humans generate on Earth today. It shows how small our current energy use is compared to what exists in space.
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ELON MUSK: The Sun produces an enormous amount of energy every second. Even taking a tiny slice of that energy would be thousands of times more than all the power humans generate on Earth today. It shows how small our current energy use is compared to what exists in space.

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Pravin Sawhney (Pravin Sawhney): This is the first time in the multipolar world that a great power is directly involved with a regional power. See, in the case of Ukraine, Russia is a great power. It is fighting NATO. It is not fighting Ukraine. You see here, it is a regional power, Iran, pitted against a great power. But this shows that warfare is much more than capabilities. Warfare is about political will. Warfare is about right appreciation—finding the right center of gravity of war.
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Elon Musk has pushed for solar power, suggesting the entire United States could be powered by it if we just put the effort in. With AI, those with the most power will lead the race - energy is everything. If we want to compete with China, we need more solar.
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China's renewable expansion receives endless Western applause. Its coal expansion, however, gets far less attention. At the start of 2026, China had 1,207 operating coal-fired power stations. In 2025 alone, it added 78 GW of coal capacity, the most in a decade, and began building another 83 GW, with a record 161 GW of projects either proposed or revived. China consumed more than 4.9 billion tons of coal during 2025 -- which is 56% of the global total. One country burned more coal than the rest of the world combined -- and green activists applaud it. China is building wind and solar, yes, but it is not gambling its industrial economy on intermittent power. AI is the next industrial age, but it requires colossal quantities of dependable electricity. China is securing this mainly via coal, gas and nuclear. Meanwhile, Net Zero governments are closing reliable power stations, raising energy costs and driving industry east. Nations that continue sacrificing power on the altar of Net Zero will not lead the AI revolution. They will watch the future being built elsewhere.
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China's renewable expansion receives endless Western applause. Its coal expansion, however, gets far less attention. At the start of 2026, China had 1,207 operating coal-fired power stations. In 2025 alone, it added 78 GW of coal capacity, the most in a decade, and began building another 83 GW, with a record 161 GW of projects either proposed or revived. China consumed more than 4.9 billion tons of coal during 2025 -- which is 56% of the global total. One country burned more coal than the rest of the world combined -- and green activists applaud it. China is building wind and solar, yes, but it is not gambling its industrial economy on intermittent power. AI is the next industrial age, but it requires colossal quantities of dependable electricity. China is securing this mainly via coal, gas and nuclear. Meanwhile, Net Zero governments are closing reliable power stations, raising energy costs and driving industry east. Nations that continue sacrificing power on the altar of Net Zero will not lead the AI revolution. They will watch the future being built elsewhere.

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Elon Musk in new G20 interview on the AI power crisis: "There actually is a crisis of power. If you just follow the AI topic on the 𝕏 platform, you'll get a very good sense of where things are headed. That's how I get my news; There will be a significant power shortfall next year. The consensus estimate is there will be a 15GW power shortfall in 2027 for AI chips. This is why Google and Anthropic are leasing compute from SpaceX, because we've been able to turn on AI better than anyone else so far. This is by constructing our own power plants is how we've been able to do it." Recently, SpaceX powered down 11 turbines at their Southaven datacenter facility as they make way for their new 1.2 GW power plant coming online in the near future (under the Clean Air Act permit).
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Elon Musk in new G20 interview on the AI power crisis: "There actually is a crisis of power. If you just follow the AI topic on the 𝕏 platform, you'll get a very good sense of where things are headed. That's how I get my news; There will be a significant power shortfall next year. The consensus estimate is there will be a 15GW power shortfall in 2027 for AI chips. This is why Google and Anthropic are leasing compute from SpaceX, because we've been able to turn on AI better than anyone else so far. This is by constructing our own power plants is how we've been able to do it." Recently, SpaceX powered down 11 turbines at their Southaven datacenter facility as they make way for their new 1.2 GW power plant coming online in the near future (under the Clean Air Act permit).

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📁 Donald Trump says the AI race is no longer about models, it is about energy. He claims the US is far ahead of China because it allowed major AI companies to build their own power plants. According to Trump, AI factories will require more than double the country’s current energy output, and the grid cannot handle it. His solution was simple let companies generate their own power, using oil, gas, or even coal, with approvals accelerated in weeks. The core message is clear. The AI superpower will not be the one with the best algorithms, but the one that can power them.

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BLACKROCK CEO LARRY FINK: WHY CHINA IS WINNING THE AI POWER RACE He says the AI race will come down to who can build enough electricity fast enough: - China is building 100 gigawatts of nuclear and close to 100 gigawatts of solar - Fink says China is getting set up for the AI revolution and the power it needs - He says moratoriums are not the answer, the focus should be delivering more power quickly without raising electricity prices
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BLACKROCK CEO LARRY FINK: WHY CHINA IS WINNING THE AI POWER RACE He says the AI race will come down to who can build enough electricity fast enough: - China is building 100 gigawatts of nuclear and close to 100 gigawatts of solar - Fink says China is getting set up for the AI revolution and the power it needs - He says moratoriums are not the answer, the focus should be delivering more power quickly without raising electricity prices

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