AI computing power electricity crisis becomes G20 focus, Musk says 15 GW gap by 2027

PANews, September 1 - Musk said in a G20 speech that global AI development has already hit a power bottleneck, and it is expected that by 2027 there will be a gap of at least 15 gigawatts in electricity related to AI chips. He said the annual production capacity growth rate of AI chips is about 40%-50%, while the annual growth rate of power supply outside China is only about 10%-20%, and this curve difference will form a core constraint. Musk pointed out that Google, Anthropic, and others have already rented computing power from SpaceX because SpaceX built its own power plants to expand capacity quickly. He believes China has sufficient electricity but is constrained by GPU export controls, while other countries, if they build power infrastructure on a large scale and host AI data centers, can gain new growth points through taxes and fees.