马斯克：制约AI发展的芯片瓶颈将转变为“电力设备”短缺

Group 1 - Tesla and xAI will continue to source chips from semiconductor giants Nvidia and AMD, with potential for other suppliers in the future [1] - xAI has deployed 200,000 GPUs at its Colossus computing facility in Memphis, Tennessee, and plans to build a supercomputing center equipped with 1 million GPUs in the suburbs of Memphis [1] - Elon Musk predicts that the current chip bottleneck limiting AI development will soon shift to a shortage of "power generation equipment," with AI companies potentially facing "fundamental power shortages" as early as mid-2026 [1]