Chips, batteries, motors fell 99%+ in 34 years — ARK says AI is now deflating 99%+ annually
skorusARK · x · 2026-09-17
Citing Our World in Data, ARK's skorusARK notes that over 34 years the core components of an electrified energy system — chips, batteries, power electronics, motors and sensors — have each fallen over 97-99% in price; three decades ago they existed but weren't economical.
He draws the analogy that AI is now declining in cost 99%+ annually, arguing it pays to recognize such shifts early and act on them.
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