Will AI chips become cyclical stocks too? Warning⚠️ Elon Musk predicts: Chips will be effectively oversupplied by year-end! 1. Chip oversupply, grid collapse The production rate of AI chips exceeds power supply capacity. Massive quantities of chips are piling up in warehouses—there are chips, but no power to turn them on. 2. Earth’s electricity is limited Global AI computing power doubles approximately every seven months, equivalent to an annual growth rate of 3.3x, leading to over a 1,000-fold increase within a few years. The ultimate bottleneck for computing power is electricity and cooling—Earth’s energy resources cannot sustain the expansion of AI computing. 3. Space unlocks unlimited computing power The only solution is to go to space. By harnessing uninterrupted solar energy in space, we can deploy hundreds of gigawatts—or even terawatts—of computing capacity annually, fully overcoming the AI bottleneck.