马斯克:中国“会搞定芯片问题”
第一财经·2026-01-07 23:34

Core Viewpoint - China is expected to have a significant advantage in the artificial intelligence (AI) race due to its capacity to expand power generation, potentially reaching three times the power generation of the United States by 2026, which will support high-energy AI data centers [3][4]. Group 1 - Power generation is a critical factor limiting the scalability of AI systems, and the difficulty of power supply is often underestimated [4]. - Despite the U.S. efforts to restrict China's access to advanced semiconductors, the impact of these restrictions may diminish over time, with China likely to resolve its chip issues [4].

马斯克:中国“会搞定芯片问题” - Reportify