马斯克：AI不是算法之争，而是电力之战，中国AI将碾压全球！

Group 1 - Musk predicts that AGI will emerge by 2026, potentially displacing jobs in sectors like white-collar professions and surgery, but he believes this will lead to a "universal high-income" era with abundant goods and services at low prices [3] - Musk emphasizes China's leading position in AI computing power, forecasting that by 2026, China's electricity generation could be about three times that of the United States, enabling it to support high-energy AI data centers [3][5] - The current challenge for AI development is not computing power or algorithms, but electricity supply, with estimates suggesting that training a large AI model consumes as much electricity as a small city uses in a week [5] Group 2 - Goldman Sachs reports that energy shortages could hinder the U.S. AI race, while China is steadily increasing its energy production capacity [5] - OpenAI has publicly urged the U.S. to accelerate power grid development, stating that electricity is a strategic asset akin to "new oil" [6] - Morgan Stanley has raised its forecast for the electricity gap in U.S. data centers, which is equivalent to the power consumption of several large cities [6]