Reference News Network January 7 report, according to the U.S. Business Insider website January 7 report, Elon Musk, CEO of Tesla and SpaceX, said that China will surpass all other countries in the field of computing power required for developing artificial intelligence.

On a podcast program on the 6th, Musk said, "China will have more powerful computing power than any other country, and it is very likely to have more chips."

He added, "According to current trends, China will far surpass other countries in artificial intelligence computing power."

Musk pointed out that China's decisive advantage in the artificial intelligence race lies in its ability to expand power generation. He estimated that by 2026, China's power generation may reach about three times that of the United States, which gives it the capacity to support high-energy artificial intelligence data centers.

Musk said that power generation is a limiting factor in the large-scale development of artificial intelligence systems. "People underestimate the difficulty of power supply."

Although the United States has been committed to restricting China's access to advanced semiconductors, Musk believes that over time, the impact of these restrictions may gradually weaken. Musk said that China "will solve the chip issue."

At the time of Musk's remarks, energy supply and data infrastructure have become key constraints for the scaling of artificial intelligence, rather than chips or algorithms.

Companies around the world are competing to build artificial intelligence data centers, many of which consume power equivalent to small cities.

A report released by Goldman Sachs in November 2025 stated that power shortages may slow down the United States' progress in the artificial intelligence competition.

The report also pointed out that as the pressure on the U.S. power grid continues to increase, China has been steadily expanding its energy capacity.

Analysts wrote, "We expect that China's remaining power capacity will be sufficient to meet the growth in power demand for data centers, while also supporting electricity needs in other industries." (Translated by Guo Jun)

Original: toutiao.com/article/7592616688006070784/

Statement: This article represents the views of the author himself.