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Musk: it will change from "lack of silicon" to "lack of electricity" in two years, hindering the development of AI.

2025-04-04 Update From: SLTechnology News&Howtos shulou NAV: SLTechnology News&Howtos > IT Information >

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CTOnews.com, July 31 (Xinhua) recently, Musk, the richest man in the world, once again expressed his concern about power supply, predicting that the next two years will change from "lack of silicon" to "lack of power", which may become an obstacle to the development of artificial intelligence.

Mr Musk told energy industry executives at a conference: "there is a real need to set a timetable for [power] projects more quickly and with a high sense of urgency. My biggest concern is that there is not enough urgency."

Power shortages can have serious consequences, just as the recent lack of cores hinders technology and the car industry, says Mr Musk. This time, power shortages may hinder the development of AI: "my prediction is that we will go from a severe shortage of silicon today to a shortage of electricity within two years." that's roughly what's going on. "

CTOnews.com noted that last month, Musk predicted at an energy conference in Austin that electricity demand would triple in 2045 as electric vehicle consumption increases. Musk predicts that by 2030, half of all new cars sold worldwide will be electric.

According to the latest report released by Digital Information World, data centers will generate three times as much energy to train AI models as conventional clouds, and electricity demand in US data centers is expected to grow by about 10 per cent a year by 2030.

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