[AI Computing Power and Electricity Crisis Become G20 Focus, Musk Predicts a 15-Gigawatt Shortfall by 2027] During his speech at the G20, Musk stated that global AI development is already facing an electricity bottleneck, with an estimated shortfall of at least 15 gigawatts in AI chip-related power consumption by 2027. He noted that the annual growth rate of AI chip production capacity is approximately 40%–50%, while the annual growth rate of electricity supply outside of China is only about 10%–20%, creating a critical constraint due to the disparity in curves. Musk highlighted that companies like Google and Anthropic have already rented computing power from SpaceX because SpaceX has built its own power plants to rapidly expand capacity. He believes that while China has sufficient electricity, it is restricted by GPU export controls. Other countries, if they were to undertake large-scale electricity infrastructure projects and host AI data centers, could leverage tax revenues to unlock new growth opportunities.