And electrical equipment, cooling, networking and batteries
Musk says power, not chips, will limit AI buildout after 2026
AIElon Musk says AI chip output is rising much faster than electricity supply outside China, so the two lines cross this year. He says by the end of 2026 the industry will make more AI chips than it can power on, with the bottleneck being electrical equipment, cooling, networking and batteries.
Elon MuskVerified on X
@elonmusk
Elon Musk says the AI boom will hit a WALL by the end of 2026. He says the whole industry is about to learn a hard lesson in hardware. Chip output is exploding, but electricity is nearly flat everywhere outside China. So the two lines cross this year. He says by the end of the year, we will be making more AI chips than we can actually turn on. Millions of them pile up with nowhere to plug in. In his words, the bottleneck for the next year is not chips, it is raw power. Whoever can turn on the most chips fastest wins the race. In the end, the AI race comes down to one thing: Raw electricity. — Elon Musk (.@elonmusk) on Dwarkesh Patel's (.@dwarkesh_sp) podcast
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Original title: And electrical equipment, cooling, networking and batteries