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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 次观看 • 6 个月前 •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"

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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."

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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

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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.

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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

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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."

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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.”

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: 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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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.”

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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."

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