Musk says power, not chips, will limit AI buildout after 2026

Elon Musk says on X that AI chip output is rising much faster than electricity supply outside China, and that the two lines cross this year.

He says that by the end of 2026 the industry will make more AI chips than it can power on. In his account the bottleneck will be electrical equipment, cooling, networking and batteries rather than chip production. The post is a prediction from Musk alone, and no supporting data is included in the report.