Elon Musk

In 2025, AI developers will be unable to find enough electricity to run all their AI chips.

“Then, the next shortage will be electricity. They won't be able to find enough electricity to run all the chips. I think next year, you'll see they just can't find enough electricity to run all the chips.”

Said on

29 February 2024 · Remote Q&A at Bosch Connected World 2024 (reported March 1, 2024)

Source

https://newatlas.com/technology/elon-musk-ai/ · New Atlas

Should come true

2025

How sure they sounded

I think

Categories

EnergyAI

Importance

3 of 5 · Power constraints on AI data centers matter to the tech and energy industries.

Outcome

Partly right Happened 3 November 2025.

By late 2025 power had become a binding constraint on AI build-outs: Microsoft's Satya Nadella said in November 2025 it had GPUs sitting in inventory it could not plug in for lack of powered data-center space. But AI chip deployment still grew at record pace overall, so a broad inability to run chips is overstated; scored partial as the cautious choice.

Evidence:

• https://www.datacenterdynamics.com/en/news/microsoft-has-ai-gpus-sitting-in-inventory-because-it-lacks-the-power-necessary-to-install-them
• https://datacentremagazine.com/news/microsofts-power-problem-ai-chips-are-sitting-in-inventory