TechFlow news, May 21 — According to CNBC, Elon Musk said Tuesday that as the tech industry builds increasingly large data centers, artificial intelligence development may face power supply bottlenecks by mid-to-late next year. Musk revealed that his AI startup xAI is constructing a gigawatt-scale data center outside Memphis, Tennessee, with power capacity equivalent to the average U.S. nuclear power plant. He identified three key constraints on AI scaling: chips, transformers, and power generation. Google already warned in February of a looming power capacity crisis in the United States and has begun exploring nuclear energy solutions. Musk also contrasted China's power production as "like a rocket taking off," while the U.S. remains "flat," highlighting the gap between the two countries in AI infrastructure competition.
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