U.S. Media: At the World Economic Forum, Musk warned that the biggest bottleneck for AI development in the U.S. is insufficient power supply, not chip shortages — it's expected that chip production capacity will exceed what the power grid can handle later this year, a problem China does not face.
The aging and poorly maintained U.S. power grid has led to two major data centers near NVIDIA's headquarters potentially remaining vacant for years; meanwhile, China leverages the low cost and rapid deployment advantages of solar energy, resulting in rapid growth in power generation capacity — solar electricity output has already reached nearly four times that of the United States, with projected total potential capacity reaching 111.8 gigawatts, far surpassing the U.S.'s 23.8 gigawatts.
Musk is currently negotiating a $2.9 billion purchase of solar equipment from Chinese companies to expand U.S. capacity, but policies under the Trump administration — including eliminating renewable energy subsidies and imposing tariffs as high as 3500% on solar equipment from Southeast Asia — have artificially inflated the cost of solar deployment in the U.S., weakening its competitiveness against China.
Original source: toutiao.com/article/1861012645147721/
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