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ELON MUSK: "I think that there's increasingly a convergence between SpaceX and Tesla and xAI, if the future is solar powered AI satellites, which it pretty much needs to be in order to harness a non trivial amount of the energy of the sun, you have to move to... show more

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"I think that there's increasingly a convergence, actually, between SpaceX, Tesla, and xAI In order to harness a non-trivial amount of the energy of the sun, you have to move to solar-powered AI satellites in deep space, which somewhat is a confluence of Tesla expertise, SpaceX expertise, and xAI on the AI front So, it does feel like over time there’s a convergence" - Elon Musk

"I think that there's increasingly a convergence, actually, between SpaceX, Tesla, and xAI In order to harness a non-trivial amount of the energy of the sun, you have to move to solar-powered AI satellites in deep space, which somewhat is a confluence of Tesla expertise, SpaceX expertise, and xAI on the AI front So, it does feel like over time there’s a convergence" - Elon Musk

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Elon Musk was asked which of his companies excites him most His answer: the future where SpaceX, Tesla, and xAI converge He explained that long term progress requires solar-powered AI satellites operating deep in space. Tesla brings the energy systems, SpaceX brings the hardware and launch, xAI brings the intelligence. In his mind, all three eventually form one mission. What do you think of this convergence?

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ELON MUSK: "The most obvious one is actually solar powered AI satellites, sort of to move the AI to orbit and essentially deep space over time, because there you can actually access over a billion times more energy from the sun in deep space than you can on Earth. The scaling to Kardashev, which is using some non trivial amount of energy from the sun. You kind of have to do space solar power. Like to even use a millionth of a percent of the sun's energy you you really have to be have your solar power in deep space."

ELON MUSK: "The most obvious one is actually solar powered AI satellites, sort of to move the AI to orbit and essentially deep space over time, because there you can actually access over a billion times more energy from the sun in deep space than you can on Earth. The scaling to Kardashev, which is using some non trivial amount of energy from the sun. You kind of have to do space solar power. Like to even use a millionth of a percent of the sun's energy you you really have to be have your solar power in deep space."

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ELON MUSK: "I do see a path to 100 gigawatts a year of AI powered space solar satellites. If you do a million tons of payload to orbit per year with 100 kilowatts per ton, that's 100 gigawatts of solar powered AI satellites per year. There's a path to get to a terawatt per year, then you want to make those AI satellites on the moon and use a mass driver. We should scale solar substantially in the US. Tesla and SpaceX are scaling solar, and I encourage others to do so as well."

ELON MUSK: "I do see a path to 100 gigawatts a year of AI powered space solar satellites. If you do a million tons of payload to orbit per year with 100 kilowatts per ton, that's 100 gigawatts of solar powered AI satellites per year. There's a path to get to a terawatt per year, then you want to make those AI satellites on the moon and use a mass driver. We should scale solar substantially in the US. Tesla and SpaceX are scaling solar, and I encourage others to do so as well."

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Elon sees the future pulling his companies together. Solar-powered AI satellites point to one direction. Tesla brings energy and autonomy. SpaceX brings orbit and scale. xAI brings the intelligence. Different paths. One trajectory. Elon Musk

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Elon Musk: Thanks to Starship, we'll be able to move AI to deep space. “I see a path to Starship cost-per-ton-to-orbit being lower than air flight. That opens up a very wide range of possibilities. The most obvious one I think is actually solar-powered AI satellites. So, to move the AI to orbit and essentially deep space over time, because you can actually access over a billion times more energy from the sun in deep space than you can on Earth. To scale to Kardashev, to make any progress on a Kardashev 2 scale, which is using some non-trivial amount of energy from the sun, you kind of have to do space solar power. You could only beam a tiny amount of that back to Earth or you would melt Earth. Earth actually receives a very, very tiny amount of the sun's energy. I mean, Earth is a tiny dust mote. Earth, to scale with the sun, we look like a little crumb. So, to scale civilization, to be at all relevant on a Kardashev 2 scale, like to even use a millionth of a percent of the Sun's energy, you really have to have your solar power in deep space.” Tesla Shareholder Meeting, November 6, 2025

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ELON: TO SCALE CIVILIZATION, WE’LL HAVE TO MOVE AI TO DEEP SPACE “I see a path to Starship cost-per-ton-to-orbit being lower than air flight. That opens up a very wide range of possibilities. The most obvious one I think is actually solar-powered AI satellites. To move the AI to orbit and essentially deep space over time, because you can actually access over a billion times more energy from the sun in deep space than you can on Earth. To make any progress on a Kardashev 2 scale, which is using some non-trivial amount of energy from the sun, you kind of have to do space solar power. You could only beam a tiny amount of that back to Earth or you would melt Earth. Earth actually receives a very, very tiny amount of the sun's energy. Earth is a tiny dust mote. Tto scale with the sun, we look like a little crumb. So, to scale civilization, to be at all relevant on a Kardashev 2 scale, like to even use a millionth of a percent of the Sun's energy, you really have to have your solar power in deep space.” Source: Tesla Shareholder Meeting, November 6, 2025

ELON: TO SCALE CIVILIZATION, WE’LL HAVE TO MOVE AI TO DEEP SPACE “I see a path to Starship cost-per-ton-to-orbit being lower than air flight. That opens up a very wide range of possibilities. The most obvious one I think is actually solar-powered AI satellites. To move the AI to orbit and essentially deep space over time, because you can actually access over a billion times more energy from the sun in deep space than you can on Earth. To make any progress on a Kardashev 2 scale, which is using some non-trivial amount of energy from the sun, you kind of have to do space solar power. You could only beam a tiny amount of that back to Earth or you would melt Earth. Earth actually receives a very, very tiny amount of the sun's energy. Earth is a tiny dust mote. Tto scale with the sun, we look like a little crumb. So, to scale civilization, to be at all relevant on a Kardashev 2 scale, like to even use a millionth of a percent of the Sun's energy, you really have to have your solar power in deep space.” Source: Tesla Shareholder Meeting, November 6, 2025

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ELON MUSK: "If civilization continues, A.I in space is inevitable. In order to achieve any meaningful percentage of a Kardashev II scale civilization where you're using even a millionth of the sun's energy, you must have solar powered AI satellites in deep space. My estimate is that the cost of electricity, like the cost effectiveness of AI in space, will be overwhelmingly better than AI on the ground. You actually don't need batteries, because it's always sunny in space and the solar panels actually become cheaper because you don't need glass or framing, and the cooling is just radiative."

ELON MUSK: "If civilization continues, A.I in space is inevitable. In order to achieve any meaningful percentage of a Kardashev II scale civilization where you're using even a millionth of the sun's energy, you must have solar powered AI satellites in deep space. My estimate is that the cost of electricity, like the cost effectiveness of AI in space, will be overwhelmingly better than AI on the ground. You actually don't need batteries, because it's always sunny in space and the solar panels actually become cheaper because you don't need glass or framing, and the cooling is just radiative."

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Elon Musk and Jensen Huang on A.I. In Space: "If civilization continues, A.I in space is inevitable. In order to achieve any meaningful percentage of a Kardashev II scale civilization where you're using even a millionth of the sun's energy, you must have solar powered AI satellites in deep space. My estimate is that the cost of electricity, like the cost effectiveness of AI in space, will be overwhelmingly better than AI on the ground. You actually don't need batteries, because it's always sunny in space and the solar panels actually become cheaper because you don't need glass or framing, and the cooling is just radiative."

Elon Musk and Jensen Huang on A.I. In Space: "If civilization continues, A.I in space is inevitable. In order to achieve any meaningful percentage of a Kardashev II scale civilization where you're using even a millionth of the sun's energy, you must have solar powered AI satellites in deep space. My estimate is that the cost of electricity, like the cost effectiveness of AI in space, will be overwhelmingly better than AI on the ground. You actually don't need batteries, because it's always sunny in space and the solar panels actually become cheaper because you don't need glass or framing, and the cooling is just radiative."

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