Elon Musk: AI Boom Hits a Power Wall by End of 2026 — Tesla Megapack Is the Answer
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Elon Musk warned that the AI boom will hit a hard electricity constraint by end of 2026. Chip output is growing fast; the power grid is not. The two curves cross this year. Tesla Megapack and large-scale battery storage are positioned as the fastest deployable solution to AI data center power shortfalls.
A full English translation of this report is in progress. The analysis below reflects the original Korean research. Read the Korean original →
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