What's your view on China (competition, manufacturing)?

“Yeah, I will be surprised if domestic chip production in China is not competitive with Taiwan in raw compute, albeit less power efficient, within 3 to 5 years. There are also significant diminishing returns to reducing element size on a chip and some things, like SRAM, just don’t scale down.”

— Elon Musk, 2 March 2026 · Post on X ↗