Elon Musk warns 15GW of AI compute produced in 2027 could sit unpowered due to transformer shortages, permitting delays, and grid bottlenecks.

AI power demand is projected to surge 1,100%. Transformer lead times have stretched to four years. The next AI bottleneck isn’t another chip—it’s the grid itself.

Elon Musk warns 15GW of AI compute produced in 2027 could sit unpowered due to transformer shortages, permitting delays, and grid bottlenecks.