Musk and Jensen Huang Say AI Power Could Become a Major Economic Engine

$SPCX CEO Elon Musk says every additional 5 GW of AI power could eventually contribute roughly 1% to U.S. GDP as “intelligence per watt keeps increasing.”
$NVDA CEO Jensen Huang has offered a similarly aggressive framework, estimating that each gigawatt of AI infrastructure could generate around $50 billion in annual economic output.
The common theme is that power is becoming one of the most valuable inputs in the AI economy.
As AI systems become more capable and efficient, every additional gigawatt can support more training, inference and autonomous agents.
That makes access to electricity, grid capacity, data centers and power infrastructure increasingly important to the next phase of AI expansion.
For $NVDA, the implication is that demand for accelerated computing may increasingly be limited by energy availability rather than chip supply alone.
The estimates are ambitious and should be viewed as long-term scenarios rather than guaranteed outcomes, but they highlight how AI is evolving into an infrastructure-heavy industrial system.