Tesla(US:TSLA) Sou Hu Cai Jing·2026-01-07 15:12Core Viewpoint - Tesla CEO Elon Musk emphasizes that China is poised to surpass other countries in AI computing power and electricity generation, which he believes will provide a significant advantage in the AI race [1][3]. Group 1: AI and Computing Power - Musk states that according to current trends, China will have far more AI computing power than any other country [1]. - He estimates that China's electricity generation this year could reach three times that of the United States, which will support the operation of AI data centers that consume large amounts of electricity [1]. Group 2: Electricity as a Bottleneck - Musk identifies electricity as the true bottleneck for expanding AI capabilities, noting that the difficulty of connecting and utilizing electricity is often underestimated [3]. - He believes that China will find ways to address its chip supply issues, suggesting that the current U.S. restrictions on advanced semiconductor access may become less significant over time [3]. Group 3: Chip Technology and Marginal Returns - Musk points out that the marginal returns on advanced process chips are decreasing, which may allow China to catch up even if it cannot access the most advanced chips [3]. Group 4: Learning from China - Musk expresses interest in learning from China's approach in areas beyond AI, specifically mentioning his desire to develop the X platform into a "WeChat++" [3]. - He appreciates the concept of a unified app or website that allows users to perform a wide range of activities, similar to what WeChat has achieved in China [3].