Musk claims that the development of artificial intelligence may face an energy crisis next year.

According to CNBC, Elon Musk said on Tuesday that as the technology industry builds increasingly large-scale data centers, the development of artificial intelligence may encounter power production bottlenecks from the middle to the end of next year. Musk revealed that his AI startup, xAI, is building a gigawatt-class data center outside of Memphis, Tennessee, with power equivalent to the power generation capacity of the average nuclear power plant in the United States. He points to three major constraints to AI scaling: chips, transformers, and power generation capacity. Google warned back in February of this year that the United States was facing a power capacity crisis and began exploring nuclear energy solutions. Musk also compared China's electricity production "like a rocket into the sky", while the United States "remained stable", showing the gap between the two countries in the competition for AI infrastructure.