September 3rd news, yesterdayMuskIN A PUBLIC STATEMENT AT THE G20 MINISTERIAL SUMMIT ON INNOVATION, HE SAID HE EXPECTED TO BE THERE BY THE END OF NEXT YEARAI It is capable of almost all digital work that does not require direct human operation of the physical world。
He compared the AI programming capabilities at that time to the chess engine Stockfish, arguing that it would be difficult for humans to compete with software development; various projects and other digital tasks could reach high levels in the next 12 to 18 months。
THE HUMAN ROBOT, MASK, IS MORE CAUTIOUS. HE SAID THAT THE PRODUCTS OF THE PHYSICAL WORLD REQUIRED A LARGE SUPPLY CHAIN THAT COULD NOT BE REPRODUCED AS DIRECTLY AS SOFTWARE. HE DECOMPOSED THE UTILITY OF ROBOTS INTO THREE MULTIPLICATION FACTORS: AI SOFTWARE CAPABILITY, ACOUSTIC CHIP PERFORMANCE, AND ELECTRONS, ESPECIALLY HAND-HANDLING。
HE ALSO LISTED ELECTRICITY AS THE MAIN CONSTRAINT OF AI EXPANSION. ACCORDING TO A CONSENSUS OF ANALYSTS HE QUOTED, IN 2027 THE AI CHIP MAY FACE AN ELECTRICITY SHORTFALL OF AT LEAST 15 GW: THE PRODUCTION OF THE AI CHIP GREW BY ABOUT 401 TP3T ~ 501 TP3T PER YEAR, WHILE THE ANNUAL RATE OF ELECTRICITY AVAILABLE OUTSIDE CHINA WAS ABOUT 101 TP3T ~ 201 TP3T。
In response to the power gap, Mask recommended that countries synchronize the construction of additional power generation and grid facilities while taking over the AI data centre. He also mentioned that Google, Anthropic and others were renting computing power from SpaceX, which was able to put the equipment in place more quickly because of the self-established power generation facilities。