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For Elon, reaching terawatt-scale compute means simultaneously scaling chip production, power generation, and data center infrastructure far beyond today’s levels. It’s necessary to sustain advanced AI, with demand expected to explode as models get more powerful. So the bottleneck isn’t chips, but energy and manufacturing at global scale. Basically,... show more

Mario Nawfal

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137,605 次观看 • 3 个月前 •via X (Twitter)

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🇺🇸 Elon: "Scaling civilization means to scale power in space." He ties it to building massive chip output, accelerating factories, and increasing power generation to support future AI demand. The idea: more energy → more compute → faster innovation → repeat at scale. Source: Elon Musk Tesla

🇺🇸 Elon: "Scaling civilization means to scale power in space." He ties it to building massive chip output, accelerating factories, and increasing power generation to support future AI demand. The idea: more energy → more compute → faster innovation → repeat at scale. Source: Elon Musk Tesla

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🇺🇸 Elon confirms the “Terafab” model links xAI, SpaceX, and Tesla to scale chips, energy, and factories together, aiming for terawatt-level compute output. The idea is to control the full stack: chip design, manufacturing, power generation, and deployment, with most compute eventually supporting space-based systems. So it’s like a feedback loop, more factories build more chips, which train better AI, which then designs even better factories. Because why build a factory… when you can try to build the entire stack. Source: Elon Musk Tesla

🇺🇸 Elon confirms the “Terafab” model links xAI, SpaceX, and Tesla to scale chips, energy, and factories together, aiming for terawatt-level compute output. The idea is to control the full stack: chip design, manufacturing, power generation, and deployment, with most compute eventually supporting space-based systems. So it’s like a feedback loop, more factories build more chips, which train better AI, which then designs even better factories. Because why build a factory… when you can try to build the entire stack. Source: Elon Musk Tesla

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🇺🇸 Starship isn’t just a rocket… to Elon, it’s essential for scaling civilization by enabling massive transport of materials, satellites, and infrastructure to space. Because deploying compute and energy systems off-world, makes large-scale space-based operations actually feasible. The pitch: without Starship’s payload capacity and cost reduction, the whole “scale everything” plan hits a ceiling. Why? It’s what makes scaling beyond Earth actually possible. Source: Elon Musk, Tesla

🇺🇸 Starship isn’t just a rocket… to Elon, it’s essential for scaling civilization by enabling massive transport of materials, satellites, and infrastructure to space. Because deploying compute and energy systems off-world, makes large-scale space-based operations actually feasible. The pitch: without Starship’s payload capacity and cost reduction, the whole “scale everything” plan hits a ceiling. Why? It’s what makes scaling beyond Earth actually possible. Source: Elon Musk, Tesla

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ELON: TESLA MAY BUILD THE WORLD’S BIGGEST CHIP FACTORY "I think we may have to do a Tesla TeraFab. It’s like a Giga-factory, but way bigger. I can’t see any other way to reach the volume of chips that we’re looking for. So I think we’re probably going to have to build a gigantic chip fab." Source: Elon Musk, Tesla

ELON: TESLA MAY BUILD THE WORLD’S BIGGEST CHIP FACTORY "I think we may have to do a Tesla TeraFab. It’s like a Giga-factory, but way bigger. I can’t see any other way to reach the volume of chips that we’re looking for. So I think we’re probably going to have to build a gigantic chip fab." Source: Elon Musk, Tesla

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Nvidia continues to dominate the AI industry with record earnings, explosive data center growth, and massive demand for compute. But the bigger story is what’s happening globally behind the scenes. China is aggressively competing with the United States on AI infrastructure, power generation, and data center expansion and they don’t want to rely on American chips to do it. This is no longer just about stocks it’s a global race for AI dominance.

Nvidia continues to dominate the AI industry with record earnings, explosive data center growth, and massive demand for compute. But the bigger story is what’s happening globally behind the scenes. China is aggressively competing with the United States on AI infrastructure, power generation, and data center expansion and they don’t want to rely on American chips to do it. This is no longer just about stocks it’s a global race for AI dominance.

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Coming soon: $AI gensyn, the network for machine intelligence, is an open infrastructure layer for AI. It provides infrastructure AI needs to operate at scale: compute, data, and information exchange. Get ready →

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Think bigger than data centers. Much bigger. Elon Musk just unveiled SpaceXAI's first AI satellite, a spacecraft designed specifically for running AI workloads in orbit. The satellite features 150 kW of solar power, a 70-meter wingspan and massive radiators to dump heat into space, solving one of the biggest challenges in scaling AI. But this is just the beginning. Musk says truly large-scale orbital AI could eventually require hundreds of gigawatts to a terawatt of power, meaning millions of tons of infrastructure in orbit. The long-term vision isn't AI running in data centers. It's AI running in space at a scale that's impossible on Earth. Elon Musk

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$IREN owns and develops large-scale, power-dense data center campuses in energy-rich regions for AI cloud, GPU clusters and build-to-suit data centers. Today’s 800MW Australia announcement reinforces the thesis that IREN can turn massive power capacity into AI infrastructure revenue faster than the market expected.

$IREN owns and develops large-scale, power-dense data center campuses in energy-rich regions for AI cloud, GPU clusters and build-to-suit data centers. Today’s 800MW Australia announcement reinforces the thesis that IREN can turn massive power capacity into AI infrastructure revenue faster than the market expected.

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Elon Musk: “Hold on to your Tesla stock.” Because what’s coming isn’t just another car update—it’s an entirely new paradigm. From Optimus humanoid robots that could one day take care of your kids, walk your dog, and support elderly parents, to CyberCab scaling into mass production, to the Tesla Semi reshaping logistics—this isn’t one product, it’s a full ecosystem. Tesla is simultaneously building AI-powered humanoid labor, autonomous transport at scale, next-gen energy infrastructure through battery, lithium, and cathode production, and expanding global manufacturing across the US and Europe, with five factories ramping major production lines this year alone. And while most companies are focused on the next quarter, Musk is already talking about factories on the moon within 20 years.

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"We'll see intelligence continue to scale all the way upto where most of the power of the sun is harnessed for compute, and then ultimately of the galaxy, sort of Kardashev II or III scale." 一 Elon Musk

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🚨 Elon Musk may be building something much bigger than most investors realize! According to the analysis, Tesla and SpaceX now have 7 major factory projects underway with more than $200 billion in combined CapEx planned or in progress. These projects span AI chips, AI training clusters, satellite production, Starship manufacturing, Optimus robots, and Megapack energy storage. The bigger idea isn't just making products. It's building the infrastructure that powers AI, energy, transportation, robotics, and communications at scale. If even part of this vision succeeds, Tesla and SpaceX could end up reshaping multiple industries at the same time. $TSLA $SPCX

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Elon Musk super bullish on compute: 10x more will 2x intelligence, it continues to scale all the way up to where most of the power of the sun is harnessed for compute & then ultimately most of the power of the galaxy, a Kardashev Type II, Kardashev Type III scale compute. $nvda

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