Musk Predicts AI Chips Will Face a Power Deficit of at Least 15 Gigawatts by 2027

Elon Musk stated on social platform X that AI is heading toward a massive power shortage by 2027, with analyst consensus forecasting at least a 15-gigawatt power deficit for AI chips by then. Musk explained that AI chip production grows by approximately 40% to 50% annually, while available electricity outside China only increases by 10% to 20% per year, and the faster-growing side will ultimately overwhelm the slower-growing one.