Musk: AI boom hits a wall by end of 2026 — power, not chips, is the bottleneck
whurley · x · 2026-11-04
On Dwarkesh Patel's podcast, Elon Musk warned the AI boom will hit a wall by end of 2026: chip output is exploding while electricity supply stays nearly flat outside China, so by year-end the industry will have more AI chips than it can actually power. Whoever lights up the most chips fastest wins.
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