"Elon Musk says China is on track to outpace every other country in the computing power needed to run AI. The Tesla and SpaceX CEO said in an episode of the "Moonshots with Peter Diamandis" podcast published Tuesday that "China's going to have more power than anyone else and probably will have more chips." "Based on current trends, China will far exceed the rest of the world in AI compute," he added."
"Musk said China's decisive advantage in the AI race lies in its ability to scale electricity generation. He estimated that China could reach about three times the electricity output of the US by 2026, giving it the capacity to support energy-hungry AI data centers. Electricity generation is the limiting factor to scaling AI systems, Musk said. "People are underestimating the difficulty of bringing electricity online," he added."
"While the US has focused on restricting China's access to advanced semiconductors, Musk suggested those constraints may matter less over time. China will "figure out the chips," he said. Musk added that diminishing returns at the cutting edge of chip performance might make it easier for China to catch up, even without access to the most advanced designs. Musk has previously pointed to China as a model in areas beyond AI infrastructure."
China is positioned to outpace other countries in the computing power required for advanced AI. The decisive advantage derives from the ability to scale electricity generation, with estimates that China could produce about three times the electricity output of the US by 2026, supporting energy-intensive AI data centers. Electricity generation is the key bottleneck to scaling AI systems, and bringing new power online is complex. Limits on access to advanced semiconductors may matter less as domestic chip development progresses and diminishing returns at the cutting edge lower the gap. China's integrated app ecosystems illustrate broader infrastructure and platform strengths.
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