事关中国，马斯克最新发声

Core Viewpoint - Elon Musk believes that China will lead the world in AI computing capabilities due to its superior electricity supply capacity, predicting that by 2026, China's electricity generation could reach three times that of the United States, which will support energy-intensive AI data centers [3][4]. Group 1: AI Computing Capabilities - Musk states that the decisive factor in the AI technology race is not just algorithms or chip performance, but the ability to expand electricity production and supply [3]. - He emphasizes that the demand for electricity in data centers is comparable to that of a small city, highlighting the importance of electricity supply in scaling AI systems [3]. Group 2: Semiconductor Industry - Musk suggests that U.S. export controls on semiconductors may become less significant over time, as China will "solve the chip problem" [4]. - He notes that diminishing marginal returns in cutting-edge chip performance may allow China to close the AI technology gap even without access to the most advanced chip designs [4].