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2026-07-14 11:22:10
【Masayoshi Son: Nuclear Fusion Will Replace Natural Gas as the Main Energy Source for AI Data Centers, Refuting the AI Bubble Theory】 (1) At the annual SoftBank World conference, SoftBank founder Masayoshi Son stated that natural gas is currently the main source of electricity for data centers, but nuclear fusion will become the most realistic, cheaper, cleaner, and safer energy solution to meet the expansion of AI computing power in the near future. (2) He predicted that the global installed capacity of data centers will reach 3 terawatts (TW) by 2040, and nuclear fusion will replace natural gas as the dominant energy source in about 15 years (around 2040). (3) In response to external doubts about whether the hundreds of billions of dollars invested in AI hardware can generate returns, Son refuted these doubts, believing that the huge investment in building data center infrastructure will eventually yield returns. He also called the question of an AI bubble "an extremely stupid question," believing that the questioner lacks a deep understanding of AI and experience in its use.
