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ELON MUSK: AIs next major bottleneck will be electricity. - Printable Version

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ELON MUSK: AIs next major bottleneck will be electricity. - Maxpro - Aug 31, 2026

“A few years ago, I made a very obvious prediction, which is that the limitation on AI will be chips, and it's still chips kind of chips today, then it will be electrical equipment, because you need to take power at that might be at 300,000 volts, all the way down to 400 volts for the computer.

So you need to step down transformers and a lot of them and a lot of cabling and wiring and fuses. And it's a lot of transformers, essentially, and the electrical transformer industry is not used to big changes in demand. And then as we solve the transformer shortage, there will be the fundamental electricity generation shortage. We're getting there soon.”


RE: ELON MUSK: AIs next major bottleneck will be electricity. - DramaKing - Aug 31, 2026

Simple. Just put a million AI pods in orbit.


RE: ELON MUSK: AIs next major bottleneck will be electricity. - Maxpro - Sep 2, 2026

(Aug 31, 2026 01:15 PM)DramaKing Wrote:  Simple. Just put a million AI pods in orbit.

ohh, really?


RE: ELON MUSK: AIs next major bottleneck will be electricity. - spins - Sep 3, 2026

Aren't we not even receiving 1% of the suns energy? We can tap into that.


RE: ELON MUSK: AIs next major bottleneck will be electricity. - Maxpro - Sep 6, 2026

(Sep 3, 2026 08:10 PM)spins Wrote:  Aren't we not even receiving 1% of the suns energy? We can tap into that.

Exactly. The energy is there—we just need to get better at capturing, storing, and delivering it at scale.


RE: ELON MUSK: AIs next major bottleneck will be electricity. - Sodan42 - Sep 7, 2026

(Sep 3, 2026 08:10 PM)spins Wrote:  Aren't we not even receiving 1% of the suns energy? We can tap into that.

Right, we’re nowhere near 1%. We use only a tiny fraction of a fraction of the sunlight reaching Earth.

The rest gets absorbed by people tanning on the beach. (The comedian in me...)


RE: ELON MUSK: AIs next major bottleneck will be electricity. - Maxpro - Sep 9, 2026

(Sep 7, 2026 12:30 PM)Sodan42 Wrote:  Right, we’re nowhere near 1%. We use only a tiny fraction of a fraction of the sunlight reaching Earth.

The rest gets absorbed by people tanning on the beach. (The comedian in me...)

Yeah, it's true