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Navigating the AI Revolution: Elon Musk's Insights on Power and Transformers

By
Caprize Team
June 5, 2024

AI WILL RUN OUT OF ELECTRICITY AND TRANSFORMERS IN 2025

In a recent interview at the Bosch Connected World conference, Elon Musk said, "AI will run out of electricity and transformers in 2025."

He also made the following points:

  • "I think we are on the edge of probably the biggest technology revolution that has ever existed."
  • "The artificial intelligence compute coming online appears to be increasing by a factor of 10 every six months, and I've never seen anything like it."
  • "The chip shortage may be behind us, but AI and EVs are expanding at such a rapid rate that the world will face supply crunches in electricity and transformers next year."
  • "Get going on clean energy generation, and make as many electrical transformers as you can."
  • "A year ago, the shortage was chips. Then, it was very easy to predict that the next shortage will be voltage step-down transformers. You need transformers to run transformers."
  • "Then, the next shortage will be electricity. They won't be able to find enough electricity to run all the chips."
  • "The simultaneous growth of electric cars and AI, both of which need electricity and voltage transformers, I think, is creating tremendous demand for electrical equipment and power generation."

Loz Blain commented, "The idea that the developed world's lights will begin flickering in 2025 because there are so many AIs being trained is pretty remarkable, and if Musk is right, it greatly underscores the need for massive amounts of clean energy from a variety of different sources, yesterday.

Conclusion

Elon Musk's warnings about the potential shortages in electricity and transformers by 2025 highlight the urgent need for proactive measures in clean energy generation and infrastructure development. As artificial intelligence and electric vehicles continue to expand exponentially, the demand for electrical power and transformers is poised to surge dramatically. Musk's insights underscore a critical juncture where technological advancement must align with sustainable energy solutions to avert potential supply crises. The call to action is clear: prioritize investments in renewable energy sources and ramp up production of essential electrical infrastructure to support the accelerating pace of technological innovation in the years ahead. By heeding these warnings and taking decisive steps now, stakeholders can better prepare for the transformative era that lies ahead.

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