Musk Says Chip Capacity Will Decide Winner of AI Race

By Alan Patterson, EETimes | March 20, 2025

Elon Musk believes the nation that controls advanced chipmaking capacity will win the AI race.

“In the next few years, I think America is likely to win,” Musk said in a March 17 interview with U.S. Senator Ted Cruz. “Then it will be a function of who controls the AI chip fabrication. The factories that make the AI chips, who controls them? If more of them are controlled by China, then China will win.”

Taiwan’s TSMC makes all the AI chips today, and that is a national security issue for the U.S., according to Musk.

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