--- title: "Elon Musk Says China Will Win The AI Race, But Here's Where SpaceX Will Win" type: "News" locale: "en" url: "https://longbridge.com/en/news/279766759.md" description: "Elon Musk predicts that Google will dominate the AI race in the West, while China will lead on Earth, and SpaceX will excel in space. He highlights challenges in AI development, noting that the limiting factor will shift from chips to energy on Earth, then back to chips with advancements in space solar power. Musk also discussed Tesla's chip production goals and the Terafab project, aimed at self-driving technology, while reaffirming partnerships with Nvidia for chip sourcing." datetime: "2026-03-19T10:05:16.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/279766759.md) - [en](https://longbridge.com/en/news/279766759.md) - [zh-HK](https://longbridge.com/zh-HK/news/279766759.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/279766759.md) | [繁體中文](https://longbridge.com/zh-HK/news/279766759.md) # Elon Musk Says China Will Win The AI Race, But Here's Where SpaceX Will Win **Tesla Inc.** (NASDAQ:TSLA) and SpaceX CEO **Elon Musk** has shared that **Alphabet Inc.** (NASDAQ:GOOGL) (NASDAQ:GOOG) will win the AI race in the West, while China stands to win AI on Earth, days after claiming that his enterprises will exceed rivals in the development of the technology. ## Google Will Win AI In The West On Thursday, Musk, in a response to user **Bindu Reddy** on X, who complained of issues with Google’s Gemini 3.0 model, made his predictions. “Google will win the AI race in the West, China on Earth and SpaceX in space,” he said in his response, positioning his company as the leader in the tech sector’s orbital data center push. Google’s AI arm, **DeepMind**, has accelerated its development efforts, bringing in **Jasjeet Sekhon** as chief strategy officer. Sekhon was previously the chief scientist and head of AI at **Bridgewater Associates**. > Google will win the AI race in the West, China on Earth and SpaceX in space > > — Elon Musk (@elonmusk) March 19, 2026 ## Elon Musk On Chip Production The CEO also outlined the challenges that artificial intelligence currently faces when responding to a user, who predicted that the price of AI hardware and compute will rise due to linear supply and an increase in demand. “The limiting factor will shift from chips to energy on Earth,” he said, predicting that AI’s power demand would present challenges for the energy sector. However, Musk then shared that the limiting factor for the technology would revert “back to chips when space solar (star) power is unlocked.” > The limiting factor will shift from chips to energy on Earth, then back to chips when space solar (star) power is unlocked > > — Elon Musk (@elonmusk) March 19, 2026 ## Nvidia’s Orbital Datacenter Goal, Tesla’s Terafab At the GTC 2026 event earlier this week, **NVIDIA Corp** (NASDAQ:NVDA) CEO **Jensen Huang** shared that the company was developing the Space-1 Vera Rubin Module chip, which, the CEO shared, was designed to carry out space-based AI compute. Meanwhile, Musk reaffirmed Tesla’s chip production goals, sharing that the company’s Terafab project would begin operations shortly, targeting self-driving chips for the Full Self-Driving (FSD) technology and the Optimus humanoid robot. Musk also outlined that Tesla’s AI5 chip, which features a half reticle architecture, could see applications in data center training, but reaffirmed that it was primarily going to be used in Optimus and Tesla’s FSD. The billionaire also shared that SpaceX and Tesla remained committed to sourcing chips from Nvidia despite the Terafab goal. _Check out more of Benzinga’s Future Of Mobility coverage by_ following this link. _Photo courtesy: Shutterstock_ ### Related Stocks - [Leverage Shares 2X Long TSLA Daily ETF (TSLG.US)](https://longbridge.com/en/quote/TSLG.US.md) - [GraniteShares 2x Long TSLA Daily ETF (TSLR.US)](https://longbridge.com/en/quote/TSLR.US.md) - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/en/quote/NVDL.US.md) - [Direxion Daily GOOGL Bull 2X Shares (GGLL.US)](https://longbridge.com/en/quote/GGLL.US.md) - [Direxion Daily TSLA Bull 2X Shares (TSLL.US)](https://longbridge.com/en/quote/TSLL.US.md) - [Alphabet Inc. (GOOG.US)](https://longbridge.com/en/quote/GOOG.US.md) - [The Technology Select Sector SPDR® ETF (XLK.US)](https://longbridge.com/en/quote/XLK.US.md) - [Tesla, Inc. (TSLA.US)](https://longbridge.com/en/quote/TSLA.US.md) - [Simplify Volt TSLA Revolution ETF (TESL.US)](https://longbridge.com/en/quote/TESL.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/en/quote/SMH.US.md) - [Roundhill GOOGL WeeklyPay ETF (GOOW.US)](https://longbridge.com/en/quote/GOOW.US.md) - [iShares Expanded Tech-Software Sect ETF (IGV.US)](https://longbridge.com/en/quote/IGV.US.md) - [State StreetSPDRS&PSftwr&SvcsETF (XSW.US)](https://longbridge.com/en/quote/XSW.US.md) - [GraniteShares 1.25x Long Tsla Daily ETF (TSL.US)](https://longbridge.com/en/quote/TSL.US.md) - [Alphabet Inc. (GOOGL.US)](https://longbridge.com/en/quote/GOOGL.US.md) - [Direxion Daily Semicondct Bull 3X ETF (SOXL.US)](https://longbridge.com/en/quote/SOXL.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/en/quote/SOXX.US.md) - [T-REX 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/en/quote/NVDX.US.md) - [Direxion Daily NVDA Bull 2X Shares (NVDU.US)](https://longbridge.com/en/quote/NVDU.US.md) - [T-REX 2X Long Tesla Daily Target ETF (TSLT.US)](https://longbridge.com/en/quote/TSLT.US.md) ## Related News & Research - [Google's Nobel Prize-Winning AI Chief: 'We Don't Feel Any Pressure' While OpenAI Burns $14 Billion](https://longbridge.com/en/news/281220147.md) - [Google Launches Gemma 4 For Advanced On-Device AI](https://longbridge.com/en/news/281653590.md) - [SpaceX IPO Puts Sam Bankman Fried/FTX Stake In Musk Company Back In Spotlight: Here's The Missed Profits](https://longbridge.com/en/news/281557662.md) - [Musk's Terafab: A One-Man Challenge to the AI Chip Giant](https://longbridge.com/en/news/281386618.md) - [Samsung Electronics (SSNLF) Set to Shatter All-Time Quarterly Profit Amid AI Chip Boom](https://longbridge.com/en/news/281651258.md)