Elon Musk

So I think the AI companies will seek as many customers as possible, which means they'll provide AI to the world.

But the cost of getting to there, the compute, the chips, the fab, the powering,

That, to me, what are the, you know, those are huge.

The limiting factor, yeah, I think the limiting factor for AI deployment is fundamentally electrical power.

It's just, right, it's energy.

Yeah, yeah.

I mean, we're seeing the rate of AI chip production increase exponentially, but the rate of electricity being brought online is... 5%, 4% a year, max.

Yeah.

It's clear that we're very soon, maybe even later this year, we'll be producing more chips than we can turn on.

Except for China.

China's growth in electricity is tremendous.

They're building 100 gigawatts of nuclear as we speak.

Actually, solar is the biggest thing in China.

I believe China's production capacity on solar is 1,500 gigawatts a year, and they're deploying over 1,000 gigawatts a year of solar annually.

Now, you know, for continuous solar load, you divide that by roughly, I don't know, four or five.

Call it, that's around 250 gigawatts of steady state power paired with batteries.

And that's a very big number.

That's half of the average power usage in the U.S.

So U.S.

power usage on average is 500 gigawatts.