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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."

DogeDesigner

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22,400 views • 6 months ago •via X (Twitter)

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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"

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"

Chubby♨️

12,760 views • 6 months ago

ELON MUSK: "xAI will be the leader, we'll be able to turn on more chips than other people and faster, because we're good at hardware. The current limiting factor that I see in the sort of three to four year time frame is chips. In one day time it's the energy, power production, electricity. It's not clear to me that there's enough usable electricity to turn on all the AI chips that are being made, towards the end of this year. xAI will be able to scale hardware the fastest, and therefore most likely will be the leader."

ELON MUSK: "xAI will be the leader, we'll be able to turn on more chips than other people and faster, because we're good at hardware. The current limiting factor that I see in the sort of three to four year time frame is chips. In one day time it's the energy, power production, electricity. It's not clear to me that there's enough usable electricity to turn on all the AI chips that are being made, towards the end of this year. xAI will be able to scale hardware the fastest, and therefore most likely will be the leader."

DogeDesigner

52,128 views • 6 months ago

Elon: 'The Limiting Factor is Chips Now, Power in a Year' "It's not clear to me that there's enough usable electricity to turn on all the AI chips that are being made. Towards the end of this year, the chip output will exceed the ability to turn chips on. Whichever company can scale hardware the fastest will be the leader and XAI will be able to scale hardware the fastest." Source: Cheeky Pint Podcast

Elon: 'The Limiting Factor is Chips Now, Power in a Year' "It's not clear to me that there's enough usable electricity to turn on all the AI chips that are being made. Towards the end of this year, the chip output will exceed the ability to turn chips on. Whichever company can scale hardware the fastest will be the leader and XAI will be able to scale hardware the fastest." Source: Cheeky Pint Podcast

Mario Nawfal

2,737,999 views • 6 months ago

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 views • 6 months ago

ELON: TESLA'S PEDAL TO THE METAL ON AI5 & AI6 "Tesla's pedal to the metal max production is to get Tesla AI5 chip design into production and then reaching scale, that'll probably happen around the second quarter of next year. AI6 would hopefully follow less than a year later. We've secured all the chip fab production that we can using TSMC Taiwan, Samsung Korea, TSMC Arizona, Samsung Texas. The limiting factor once you can get to space is chips, but the limiting factor before you can get to space will be power." Source: Cheeky Pint Podcast, Elon Musk

ELON: TESLA'S PEDAL TO THE METAL ON AI5 & AI6 "Tesla's pedal to the metal max production is to get Tesla AI5 chip design into production and then reaching scale, that'll probably happen around the second quarter of next year. AI6 would hopefully follow less than a year later. We've secured all the chip fab production that we can using TSMC Taiwan, Samsung Korea, TSMC Arizona, Samsung Texas. The limiting factor once you can get to space is chips, but the limiting factor before you can get to space will be power." Source: Cheeky Pint Podcast, Elon Musk

Mario Nawfal

72,185 views • 6 months ago

ELON MUSK: "Tesla’s new AI5 chip is about 3 times more power efficient than NVIDIA Blackwell at under 10% of the cost. For AI6, we believe we can double all of performance metrics. I am super hardcore on chips right now. I have chips on the brain. I dream about chips."

ELON MUSK: "Tesla’s new AI5 chip is about 3 times more power efficient than NVIDIA Blackwell at under 10% of the cost. For AI6, we believe we can double all of performance metrics. I am super hardcore on chips right now. I have chips on the brain. I dream about chips."

DogeDesigner

306,273 views • 9 months ago

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.”

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.”

DogeDesigner

244,339 views • 23 days ago

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

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

ELON CLIPS

428,030 views • 1 year ago

It was noble of Elon Musk thanking Waymo for paving the way during Tesla’s Shareholder Meeting. “I think the rate at which we receive regulatory approval will roughly match the rate of CyberCab production. It'll be maybe a little tight, but it's about right. I'd like to thank Waymo for paving the path here. It's very helpful, but I think we'll be able to deploy all the CyberCabs that we produce.”

It was noble of Elon Musk thanking Waymo for paving the way during Tesla’s Shareholder Meeting. “I think the rate at which we receive regulatory approval will roughly match the rate of CyberCab production. It'll be maybe a little tight, but it's about right. I'd like to thank Waymo for paving the path here. It's very helpful, but I think we'll be able to deploy all the CyberCabs that we produce.”

Nic Cruz Patane

422,600 views • 8 months ago

ELON MUSK: We believe the AI5 chip will be roughly comparable performance to an NVIDIA Blackwell, and at much less than 10% of the cost Transcription: I'm super hardcore on chips right now as you may be able to tell. I have chips on the brain. I dream about chips, Literally! Because in order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient So we think we believe the AI5 chip will be probably about a third of the power of say something like a Blackwell, an NVIDIA Blackwell, which is a great chip, for roughly comparable performance. And much less than 10% of the cost. This is a chip that is very much optimized for the Tesla AI software stack. So it's not meant to be a general purpose chip, it's meant to be an amazing chip for the Tesla AI software And I mean a couple of things that I think make... like how is Tesla able to achieve such an improvement? I think it is because we are specialized. We're not trying to... you know, NVIDIA has to serve the superset of all past and future customers. So all of their requirements, all of the software that they've written has to work, which is a very difficult problem. Whereas we just need to make it work for our software. And so we're able to simplify the chip dramatically And then we also, I think we're unique in this, but like we have an integer-based system. And integer operations are fundamentally more efficient than floating point operations. So we can do floating point, but the vast majority of our inference is done in integer. Which is, if you're familiar with sort of logic gates, the simplicity of integer... it's integer is much more power efficient, much more silicon efficient, but you have to, you actually have to train for integer inference, which everyone else is training for floating point. That's kind of like a niche technical detail, but it's actually very important. So, yeah, this is going to be a great chip So this chip will be made in basically in four places: TSMC Taiwan, Samsung Korea, TSMC Arizona, and TSMC Texas. And we already know what improvements to make for AI6. So I'm hopeful that we can within less than a year of AI5 starting production, we can actually transition in the same fab to AI6 and double all of the performance metrics

ELON MUSK: We believe the AI5 chip will be roughly comparable performance to an NVIDIA Blackwell, and at much less than 10% of the cost Transcription: I'm super hardcore on chips right now as you may be able to tell. I have chips on the brain. I dream about chips, Literally! Because in order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient So we think we believe the AI5 chip will be probably about a third of the power of say something like a Blackwell, an NVIDIA Blackwell, which is a great chip, for roughly comparable performance. And much less than 10% of the cost. This is a chip that is very much optimized for the Tesla AI software stack. So it's not meant to be a general purpose chip, it's meant to be an amazing chip for the Tesla AI software And I mean a couple of things that I think make... like how is Tesla able to achieve such an improvement? I think it is because we are specialized. We're not trying to... you know, NVIDIA has to serve the superset of all past and future customers. So all of their requirements, all of the software that they've written has to work, which is a very difficult problem. Whereas we just need to make it work for our software. And so we're able to simplify the chip dramatically And then we also, I think we're unique in this, but like we have an integer-based system. And integer operations are fundamentally more efficient than floating point operations. So we can do floating point, but the vast majority of our inference is done in integer. Which is, if you're familiar with sort of logic gates, the simplicity of integer... it's integer is much more power efficient, much more silicon efficient, but you have to, you actually have to train for integer inference, which everyone else is training for floating point. That's kind of like a niche technical detail, but it's actually very important. So, yeah, this is going to be a great chip So this chip will be made in basically in four places: TSMC Taiwan, Samsung Korea, TSMC Arizona, and TSMC Texas. And we already know what improvements to make for AI6. So I'm hopeful that we can within less than a year of AI5 starting production, we can actually transition in the same fab to AI6 and double all of the performance metrics

X Freeze

305,109 views • 9 months ago

🚨 ELON: AI MUST BE MAXIMALLY TRUTH-SEEKING "The thing that I think is most important for AI safety is that AI must be maximally truth-seeking. This is very fundamental. You can think of AI as a super genius child that will outsmart you, but you can still instill the right values." Source: xAI Elon Musk

🚨 ELON: AI MUST BE MAXIMALLY TRUTH-SEEKING "The thing that I think is most important for AI safety is that AI must be maximally truth-seeking. This is very fundamental. You can think of AI as a super genius child that will outsmart you, but you can still instill the right values." Source: xAI Elon Musk

Mario Nawfal

151,362 views • 1 year ago

🚨 ELON MUSK: "For the next few years, I think America is likely to win the AI race. Then it will be a function of who controls the AI chip fabrication, the factories that make the AI chips who controls them. If more of them will be controlled by China, then China will win."

🚨 ELON MUSK: "For the next few years, I think America is likely to win the AI race. Then it will be a function of who controls the AI chip fabrication, the factories that make the AI chips who controls them. If more of them will be controlled by China, then China will win."

DogeDesigner

57,283 views • 1 year ago

"For the next few years, I think America is likely to win the AI race. Then it will be a function of who controls the AI chip fabrication, the factories that make the AI chips who controls them. If more of them will be controlled by China, then China will win." 一 Elon Musk

"For the next few years, I think America is likely to win the AI race. Then it will be a function of who controls the AI chip fabrication, the factories that make the AI chips who controls them. If more of them will be controlled by China, then China will win." 一 Elon Musk

DogeDesigner

44,752 views • 6 months ago

ANDREESSEN: “Today AI is software … But there's another turn on AI that's coming, which is the turn to embodied physical AI, which is robotics … Elon Musk believes that robotics is going to be the biggest industry in the history of the planet.” 🎥 Marc Andreessen 🇺🇸 Joe Lonsdale

ANDREESSEN: “Today AI is software … But there's another turn on AI that's coming, which is the turn to embodied physical AI, which is robotics … Elon Musk believes that robotics is going to be the biggest industry in the history of the planet.” 🎥 Marc Andreessen 🇺🇸 Joe Lonsdale

Chief Nerd

397,733 views • 1 year ago

Elon Musk on how he moves so fast: "I'm constantly addressing the limiting factor." "I generally try to aim for a deadline that I at least think is at the 50th percentile. So, it's not like an impossible deadline, but it's the most aggressive deadline I can think of that could be achieved with 50% probability. Which means that it'll be late half the time." "A maniacal sense of urgency is a very big deal. You want to have an aggressive schedule. And then you want to figure out what the limiting factor is at any point in time and, and help the team address that limiting factor." Source: Elon Musk with Stripe’s John Collison and Dwarkesh Patel

Elon Musk on how he moves so fast: "I'm constantly addressing the limiting factor." "I generally try to aim for a deadline that I at least think is at the 50th percentile. So, it's not like an impossible deadline, but it's the most aggressive deadline I can think of that could be achieved with 50% probability. Which means that it'll be late half the time." "A maniacal sense of urgency is a very big deal. You want to have an aggressive schedule. And then you want to figure out what the limiting factor is at any point in time and, and help the team address that limiting factor." Source: Elon Musk with Stripe’s John Collison and Dwarkesh Patel

a16z

1,051,672 views • 6 months ago

ELON MUSK: "The AI 5 chip which is going to be a great chip. All of Tesla hinges on that chip. That's the chip that going to our next gen self driving cars and it's also essential for Optimus. It's performance per watt is extremely good. It is probably going to be at least 2-3 times better than NVIDIA performance per watt and 10% cost of the NVIDIA chip something like that."

ELON MUSK: "The AI 5 chip which is going to be a great chip. All of Tesla hinges on that chip. That's the chip that going to our next gen self driving cars and it's also essential for Optimus. It's performance per watt is extremely good. It is probably going to be at least 2-3 times better than NVIDIA performance per watt and 10% cost of the NVIDIA chip something like that."

DogeDesigner

162,829 views • 8 months ago

“Initial production is always very slow and follows an S-curve. The speed of the production ramp is inversely proportionate to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow, but eventually end up being insanely fast.” —Elon Musk

“Initial production is always very slow and follows an S-curve. The speed of the production ramp is inversely proportionate to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow, but eventually end up being insanely fast.” —Elon Musk

James Stephenson

125,972 views • 1 month ago

Elon Musk "Sun is the biggest source of energy. Within few years, we will be launching solar powered AI satellites because the space is really the source of immense power" - Elon Musk

Elon Musk "Sun is the biggest source of energy. Within few years, we will be launching solar powered AI satellites because the space is really the source of immense power" - Elon Musk

Aryan

11,620 views • 2 months ago

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

1,764,466 views • 2 months ago

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."

Teddy - PolyBackTest.com

401,245 views • 2 months ago