Musk predicts power shortage, not chips, will be the AI bottleneck this year
elonmusk · x · 2026-08-30
Elon Musk predicts that the AI industry will hit a power wall this year as chip output explodes while electricity supply remains flat outside of China. He states that by the end of the year, more AI chips will be produced than can be powered, leading to a stockpile of hardware. Musk asserts that the primary constraint for the foreseeable future will be raw electricity, determining who wins the race to turn on the most chips.
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