Nvidia(US:NVDA) Sou Hu Cai Jing·2026-01-11 13:24Group 1 - Elon Musk stated that China will surpass all other countries in the computational power required for artificial intelligence (AI) [2] - Musk predicts that by 2026, China's electricity output may reach approximately three times that of the United States, enabling the support of high-energy AI data centers [2] - The increasing energy demands of AI systems are becoming a significant limiting factor for scaling AI, rather than chip technology or algorithms [3] Group 2 - Goldman Sachs reported that power shortages could slow down the United States' progress in the AI race, emphasizing that reliable and sufficient power supply will be crucial [3] - By 2030, China is expected to have around 400 gigawatts of backup power capacity, which is more than three times the total power demand of global data centers [3] - Michael Burry warned that the U.S. may fall behind in the AI race due to over-reliance on energy-intensive AI chips from Nvidia, highlighting structural differences in electricity infrastructure between the U.S. and China [4]