Elon's timeline predictions in both of those industries for his own companies have been consistently wrong for years. (FSD when??)
Given we're talking about hardware for software, let's at least look at his track record in the software industry... glances at Twitter ah, yeah, not great either.
Voltage regulator and electricity shortage from AI growth straight up doesn't make sense, it's dumber than the stuff he was spouting while "deep-diving" his Twitter misacquisition.