Keep pulling the thread on Elon Musk.
The United States has imposed "gigantic" tariffs on imported solar panels.
Elon Musk believes corporations that are purely AI and robotics will vastly outperform any corporations that have humans in the loop.
Elon Musk predicts that within 30 to 36 months, space will become the most economically compelling location for deploying AI compute.
SpaceX and Tesla are building towards a combined annual production capacity of 100 gigawatts of solar cells.
A data center with 330,000 NVIDIA GB300s requires approximately 1 gigawatt of power at the generation level to account for support hardware, peak cooling, and service margins.
Gas turbines for power generation were sold out through 2030 at the time of xAI's data center buildout.
Elon Musk predicts that within five years, the amount of AI compute capacity launched into space annually by SpaceX will exceed the cumulative total of all AI compute on Earth.
Elon Musk expects SpaceX to be launching and operating a few hundred gigawatts of AI compute capacity into space annually within five years.
Launching 100 gigawatts of AI compute capacity into space would require approximately 10,000 Starship launches.
SpaceX is preparing to conduct 10,000 Starship launches per year, with a potential to scale to 20,000 or 30,000 launches per year.
China's inability to produce leading-edge semiconductor chips is due to its failure to replicate ASML's lithography technology, not TSMC's process technology.
Elon Musk predicts that China will be producing "pretty compelling" semiconductor chips within three to four years.