Tesla CEO Elon Musk said in a Sept. 23 interview that China’s large AI models are overall very strong and that compute-per-unit performance is near the global top. He said he expects China to address its compute shortfall faster than most anticipate, estimating roughly two to three years to close the gap via lithography and chip manufacturing.

2026-09-23

Tesla CEO Elon Musk said in a Sept. 23 interview that China’s large AI models are overall very strong and that compute-per-unit performance is near the global top. He said he expects China to address its compute shortfall faster than most anticipate, estimating roughly two to three years to close the gap via lithography and chip manufacturing.