Just prior to that, Tangen had asked Musk, “What’s your take on where we are in the AI race just now?” Musk told Tangen that AI “is the fastest advancing technology I’ve seen of any kind, and I’ve seen a lot of technology.” He described computers dedicated to AI increasing in capability by “a factor of 10 every year, if not every six to nine months.”
Musk made the prediction with an asterisk, saying that shortages of AI chips and high AI power demands could limit AI’s capability until those issues are resolved. “Last year, it was chip-constrained,” Musk told Tangen. “People could not get enough Nvidia chips. This year, it’s transitioning to a voltage transformer supply. In a year or two, it’s just electricity supply.”
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