马斯克：中国会搞定芯片问题！中国将在发展人工智能所需的算力领域超越其他所有国家！

Core Viewpoint - Elon Musk predicts that China will surpass all other countries in the computing power necessary for artificial intelligence development, emphasizing that China's ability to scale up energy production will be a decisive factor in the AI race [1][3]. Group 1: Energy Supply and AI Development - Musk states that by 2026, China's power generation could reach approximately three times that of the United States, which is crucial for supporting high-energy AI data centers [3]. - The International Energy Agency reports that global data centers will consume 415 terawatt-hours of electricity by 2024, accounting for 1.5% of total global electricity consumption, with AI-driven data centers experiencing even faster growth in energy consumption [3]. - Goldman Sachs highlights that energy shortages may slow down the U.S. in the AI competition, while China is steadily increasing its energy production capacity [4]. Group 2: Chip Production and Technological Development - Musk expresses optimism regarding China's ability to overcome chip production challenges, suggesting that the impact of U.S. restrictions on advanced semiconductors may diminish over time [6]. - He believes that the diminishing marginal returns of cutting-edge chip performance provide an opportunity for latecomer countries like China to catch up in technology [6]. - The shift in global AI competition logic indicates that energy supply capabilities are becoming a hidden variable in reshaping the global AI computing power landscape, with China's investments in energy solidifying its AI industry foundation [6].