Are AI chips turning into cyclical stocks? Danger ⚠️ Elon Musk predicts: Chip oversupply by the end of the year! 1. Chip oversupply & power grid collapse AI chip production speed > power supply capacity. Tons of chips are piling up in warehouses, but the result is: chips are available, yet there’s no electricity to power them up. 2. Limited electricity on Earth Global AI computing power doubles roughly every 7 months, equivalent to a 3.3x annual growth rate. Over a few years, that’s a 1000x+ increase. The ultimate bottleneck for computing power is electricity and cooling—Earth’s energy resources can’t sustain the expansion of AI computing power. 3. Unlocking infinite computing power in space The only solution is heading to space. By harnessing uninterrupted solar energy in space, we could deploy hundreds of gigawatts or even terawatts of computing clusters annually, completely breaking through AI’s bottlenecks.