elon says ai hits a power wall as dudley warns of $10T overbuild

elon musk replied to a post about chip output exploding while electricity stays flat, adding electrical equipment, cooling, networking and batteries to the bottleneck list. separately, ex-new york fed president bill dudley warned ai infrastructure spending could pass $10 trillion, with only 2-3 of 7-8 hyperscalers surviving. he said over $3 trillion of annual revenue is needed to justify it, and flagged private credit and nvidia chip-value guarantees as risks.