Tesla(US:TSLA) Sou Hu Cai Jing·2026-01-12 15:17Core Viewpoint - Elon Musk redefined the future currency as "wattage," emphasizing China's superior power generation capabilities and potential dominance in AI computing compared to other countries [1][4]. Group 1: Power Generation and AI - Musk highlighted that the bottleneck for AI development is power generation, stating that generating and cooling power are critical limitations for AI advancements in the next two years [1]. - He criticized the U.S. power infrastructure, citing challenges faced by xAI's Colossus 2 data center in Memphis, which requires significant power connections and temporary solutions using gas turbines and large battery systems [2]. Group 2: China's Energy and AI Landscape - Musk praised China's power generation capacity, predicting that by 2026, China's generation will be three times that of the U.S., which will facilitate advancements in chip production [4]. - He noted that the diminishing returns in chip performance improvements will make it easier for China to catch up in AI technology, even without access to the latest chip designs [7]. Group 3: Solar Energy Vision - Musk proposed a three-step plan to maximize solar energy utilization, starting with Tesla's Megapack for energy storage, followed by launching solar AI satellites, and finally establishing satellite factories on the Moon for solar energy capture [4][5]. - The Megapack system has seen strong growth due to increased demand for large-scale energy storage solutions [5].