China: Musk says China to address computing constraints in 2-3 years, predicts future robot revolution.

Shotlist FILE: China - Exact Location and Date Unknown 1. Animations showing AI technology development, AI chip, computing facilities California, USA - Sept 22, 2026 2. SOUNDBITE (English) Elon Musk, CEO of Tesla: "The Chinese AI models are generally outstanding actually. You can see on the sort of intelligence rankings, especially given the limited amount of compute that the Chinese AI companies have, the performance is excellent. Probably China's doing by far the best in terms of performance per unit of compute. And as I've said publicly, I think China's going to address the compute limitation, I think, faster than most people expect. My rough guess would be that China addresses the compute constraints with lithography and chip-making in about two or three years." Hefei City, Anhui Province, east China - Recent 3. Robotics and Embodied Intelligence Exhibition Area at 2026 World Manufacturing Convention 4. Various of humanoid robots, robotic dogs, visitors at exhibition California, USA - Sept 22, 2026 5. SOUNDBITE (English) Elon Musk, CEO of Tesla (partially overlaid with shot 6): "[I believe there will be] at least a billion humanoid robots within 10 years, probably less than 10 years. I think that continues to grow. If you assume that things roughly double per year, then that's about every three or four years you have a 10X increase. Say in 15 years there are 10 billion robots, in 20 years: 100 billion. If you think like Star Wars, where you had C-3PO and R2-D2, and they were friendly, and helpful robots. Wouldn't it be great if everyone could have their own personal C-3PO and R2-D2? But even better than that, like more productive, that could take care of elderly parents, [be a] guardian and watch over the children or be a teacher, like an individualized tutor to your child, and taking care of any jobs that you can think of. I think everyone would like to have a future where they can have their own personal robots, and then I think you'll see many companies where it's one person with hundreds, maybe thousands of robots, but like physical robots, as well as digital robots, so the productivity of one person would be greatly amplified. And my prediction is that there will be effectively, universal high income. In fact, it's not clear to me that money will even matter in the future." SHOTS OVERLAYING SOUNDBITE Hefei City, Anhui Province, east China - Recent 6. Various of humanoid robots, robotic dogs, visitors at exhibition SHOTS OVERLAYING SOUNDBITE FILE: China - Date Unknown 7. Various of humanoid robot directing traffic, helping travelers, introducing exhibits at museum, working in hospital California, USA - Sept 22, 2026 8. SOUNDBITE (English) Elon Musk, CEO of Tesla (partially overlaid with shot 9/ending with shot 10): "My recommendation for education would be to get as broad-based an education as possible and that includes arts and sciences, engineering, wide general knowledge. To know what to ask the robots for, you need to be able to formulate the question. And with the broadest possible general knowledge, you will be better able to formulate the questions or what they call 'prompt engineering', I guess. But you've got to convey your wishes to the robot. And as crazy as this sounds, we will run out [of questions to ask]. There will be so many robots and so much AI that the AI will actually be eager to hear any requests that you could possibly have, because that request will be fulfilled immediately." SHOTS OVERLAYING SOUNDBITE FILE: Shanghai, China - July 18, 2026 9. Various of humanoid robots SHOTS OVERLAYING SOUNDBITE 10. Humanoid robots FILE: China - Exact Location and Date Unknown 11. Various of programmers working 12. Supercomputers 13. Various of AI models in data center Storyline Tesla CEO Elon Musk has offered striking assessments of China's artificial intelligence development, saying he believes the country will address its computing constraints within the next two to three years, as he also offered his bold predictions on how advanced tech such as humanoid robots and AI will come to completely redefine life as we know it. In an interview with the China Media Group (CMG) at Tesla's engineering headquarters at California's Silicon Valley on Tuesday, Musk shared his view on the topic of AI, which has been thrust into the spotlight in recent weeks amid increased focus over its rapid development and the need for greater global governance of this fast-evolving technology. "The Chinese AI models are generally outstanding actually. You can see on the sort of intelligence rankings, especially given the limited amount of compute that the Chinese AI companies have, the performance is excellent. Probably China's doing by far the best in terms of performance per unit of compute. And as I've said publicly, I think China's going to address the compute limitation, I think, faster than most people expect. My