Elon Musk wrote today: "China's power generation is still growing rapidly, with solar power being the largest contributor to new capacity. It is expected to exceed three times that of the United States this year or next year."
Musk also cited a tweet which said: "China's power grid is astonishingly large and continues to expand rapidly; by 2025, China's power generation will account for 33.2% of the global total, more than twice that of the United States (about 14.2%), equivalent to one-third of the world's total power generation, while the rest of the world combined accounts for only 52.6%. China has already become the dominant force in the global power generation field."
Comment: Musk's statement essentially reveals the underlying logic of the artificial intelligence (AI) competition - computing power is national strength, and electricity is the ultimate support for computing power. It is not merely a casual comment on China's energy scale, but a clear judgment based on the essence of technological competition. Behind it lies three key implications: 1. Clarifying the core logic of AI competition: Computing power relies on electricity, and China's power generation and grid advantages provide the energy foundation for the large-scale development of AI; 2. Focusing on the value of the energy structure: Solar energy is the main driver of new capacity, and its clean and sustainable characteristics are suitable for the low-carbon development of computing power, showing strong long-term competitiveness; 3. Revealing the global competitive landscape: China's advantage in power generation is transformed into a technological barrier, while the expansion of AI computing power in the United States is constrained by energy, and energy is reshaping the AI competitive landscape.
Musk's statement essentially acknowledges that: In the future AI competition, China has already grasped the most essential underlying guarantee, and the technological advantage of the United States is facing the constraints of insufficient energy support.
Original article: toutiao.com/article/1855876753338371/
Statement: The article represents the personal views of the author.