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Sam Altman discussing why building massive AI infrastructure is critical for future models, „And as we look forward another year or two years, lets say iot takes 10 GW of compute, you could choose one of two things. Cure cancer by doing a bunch of reserach, or free education... show more

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ELON MUSK: SpaceX could have closer to 10 GW of compute next year. “We are building and deploying compute, I think, faster; our rate of growth certainly is faster than anyone else and our efficiency of compute deployment, I think, is also the highest. So we expect to end this year with over two gigawatts of compute. And probably our cumulative compute online by the end of next year will be several times higher. So it may, let’s say, be closer to 10 gigawatts of compute than five gigawatts of compute. That’s the way to think about it.”

ELON MUSK: SpaceX could have closer to 10 GW of compute next year. “We are building and deploying compute, I think, faster; our rate of growth certainly is faster than anyone else and our efficiency of compute deployment, I think, is also the highest. So we expect to end this year with over two gigawatts of compute. And probably our cumulative compute online by the end of next year will be several times higher. So it may, let’s say, be closer to 10 gigawatts of compute than five gigawatts of compute. That’s the way to think about it.”

DogeDesigner

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If OpenAI actually pulls this off and builds billions of GPUs, every single human on Earth would basically have access to their own GPU. That’s the vision of Universal Basic Compute Sam Altman has been hinting at, compute as abundant and accessible as electricity. Not just AI for the few, but AI for everyone.

If OpenAI actually pulls this off and builds billions of GPUs, every single human on Earth would basically have access to their own GPU. That’s the vision of Universal Basic Compute Sam Altman has been hinting at, compute as abundant and accessible as electricity. Not just AI for the few, but AI for everyone.

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"Compute is the currency of the future." "Compute is the new OIL." Great, so how do I invest? You can play with the NVIDIA stock, or spin up an AI-Ready Data Center. Challenges of Spinning up AI-Ready Compute: Cost: Even a small cluster of H100 machines is upward to $10M GPU Scarcity: Unallocated or “underutilized” H100, A100, and RTX4090 GPUs are almost non-existent. Very Specific Physical & Technical Requirements: A data center with the right infrastructure is also very rare. There are only 10 in North America that deploy thousands of GPUs, in the open market. Domain Expertise: Teams of experts with the years of experience required to operate, deploy, and manage AI compute at scale are as rare as the GPUs they deploy. Exabits checks all of these boxes and we are the premier Compute Tokenization Platform. We are backed by REAL COMPUTE used by REAL CUSTOMERS.

"Compute is the currency of the future." "Compute is the new OIL." Great, so how do I invest? You can play with the NVIDIA stock, or spin up an AI-Ready Data Center. Challenges of Spinning up AI-Ready Compute: Cost: Even a small cluster of H100 machines is upward to $10M GPU Scarcity: Unallocated or “underutilized” H100, A100, and RTX4090 GPUs are almost non-existent. Very Specific Physical & Technical Requirements: A data center with the right infrastructure is also very rare. There are only 10 in North America that deploy thousands of GPUs, in the open market. Domain Expertise: Teams of experts with the years of experience required to operate, deploy, and manage AI compute at scale are as rare as the GPUs they deploy. Exabits checks all of these boxes and we are the premier Compute Tokenization Platform. We are backed by REAL COMPUTE used by REAL CUSTOMERS.

Exabits

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Steve Jobs was a great communicator of technology, and we could learn something from him today, in the context of AI. Sam Altman recently said, "If AI stays on the trajectory we think it will, then amazing things will be possible. Maybe with 10 gigawatts of compute, AI can figure out how to cure cancer." That's a fine quote. The abundance AI promises is super exciting. But Sam is saying that AI is going to figure out how to cure cancer. And if you've used these tools today, and talked to people who are at the labs, the reality is it's much more likely that humans will use AI to cure cancer. Steve might have said: "If AI stays on the trajectory we think it will, then amazing things will be possible. Maybe with 10 gigawatts of compute, humans can use AI to cure cancer." Small tweak, but a big difference. Steve Jobs was not one to shy away from impressive specs and massive scale, but flipping the final line from "AI will cure cancer" to "Humans will use AI to cure cancer" makes all the difference. Apple under Steve Jobs put human centrality at the heart of everything they did. And we need that spirit to infuse how we communicate about AI today.

Steve Jobs was a great communicator of technology, and we could learn something from him today, in the context of AI. Sam Altman recently said, "If AI stays on the trajectory we think it will, then amazing things will be possible. Maybe with 10 gigawatts of compute, AI can figure out how to cure cancer." That's a fine quote. The abundance AI promises is super exciting. But Sam is saying that AI is going to figure out how to cure cancer. And if you've used these tools today, and talked to people who are at the labs, the reality is it's much more likely that humans will use AI to cure cancer. Steve might have said: "If AI stays on the trajectory we think it will, then amazing things will be possible. Maybe with 10 gigawatts of compute, humans can use AI to cure cancer." Small tweak, but a big difference. Steve Jobs was not one to shy away from impressive specs and massive scale, but flipping the final line from "AI will cure cancer" to "Humans will use AI to cure cancer" makes all the difference. Apple under Steve Jobs put human centrality at the heart of everything they did. And we need that spirit to infuse how we communicate about AI today.

TBPN

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Elon Musk: Why a 1 Terawatt AI is impossible on Earth?? "My estimate is that the cost-effectiveness of AI in space will be overwhelmingly better than AI on the ground. So, long before you exhaust potential energy sources on Earth, meaning perhaps in the four or five-year timeframe, the lowest cost way to do AI compute will be with solar-powered AI satellites. I'd say not more than five years from now Just look at the supercomputers we're building together. Let's say each rack is two tons; out of that two tons, 1.95 of it is probably for cooling. Just imagine how tiny that little supercomputer is Electricity generation is already becoming a challenge. If you start doing any kind of scaling for both electricity generation and cooling, you realize space is incredibly compelling Let's say you wanted to do 200 or 300 gigawatts per year of AI compute. It's very difficult to do that on Earth. The US average electricity usage, last time I checked, was around 460 gigawatts per year. So, if you're doing 300 gigawatts a year, that would be like two-thirds of US electricity production per year. There's no way you're building power plants at that level And then if you take it up to a Terawatt per year, impossible. You have to do that in space In space, you've got continuous solar. You don't need batteries because it's always sunny. The solar panels actually become cheaper because you don't need glass or framing, and the cooling is just radiative"

Elon Musk: Why a 1 Terawatt AI is impossible on Earth?? "My estimate is that the cost-effectiveness of AI in space will be overwhelmingly better than AI on the ground. So, long before you exhaust potential energy sources on Earth, meaning perhaps in the four or five-year timeframe, the lowest cost way to do AI compute will be with solar-powered AI satellites. I'd say not more than five years from now Just look at the supercomputers we're building together. Let's say each rack is two tons; out of that two tons, 1.95 of it is probably for cooling. Just imagine how tiny that little supercomputer is Electricity generation is already becoming a challenge. If you start doing any kind of scaling for both electricity generation and cooling, you realize space is incredibly compelling Let's say you wanted to do 200 or 300 gigawatts per year of AI compute. It's very difficult to do that on Earth. The US average electricity usage, last time I checked, was around 460 gigawatts per year. So, if you're doing 300 gigawatts a year, that would be like two-thirds of US electricity production per year. There's no way you're building power plants at that level And then if you take it up to a Terawatt per year, impossible. You have to do that in space In space, you've got continuous solar. You don't need batteries because it's always sunny. The solar panels actually become cheaper because you don't need glass or framing, and the cooling is just radiative"

X Freeze

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Today at NVIDIA GTC, DigitalOcean & NVIDIA delivered the biggest AI infrastructure announcements of the year for teams building in production. 🤖🌩️🚀 More models, next-gen compute, a new US East region, & a workflow that takes you from #NVIDIA prototype to DigitalOcean production without the friction. 🌊

Today at NVIDIA GTC, DigitalOcean & NVIDIA delivered the biggest AI infrastructure announcements of the year for teams building in production. 🤖🌩️🚀 More models, next-gen compute, a new US East region, & a workflow that takes you from #NVIDIA prototype to DigitalOcean production without the friction. 🌊

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Sam Altman says the AI infrastructure race is not about bigger chatbots. It is about shifting the planet's intellectual output from human brains to AI brains. "If people knew what we could do with compute, they would want way, way more." "The thing I am personally most excited about is to use AI and lots of compute to discover new science." "A recent cool example here is we built the Sora Android app using Codex... in less than a month." "You can imagine that way much further, where entire companies can build their products using lots of compute." Then he gives the scale: "Let's say that an AI company today might be generating something on the order of 10 trillion tokens a day out of frontier models." "We're going to have these models at a company be outputting more tokens per day than all of humanity put together, and then 10 times that, and then 100 times that." The bottleneck is moving from software talent to compute supply, inference speed, product integration, and where all that machine intelligence gets pointed.

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⚡Why Edge Compute Matters for the Future of Agentic AI AI isn’t just about smarter models, it’s about where they run. Centralized clouds are costly, slow, and controlled by a few. That’s not the future. 👉Join the OptimAI Network: With OptimAI Edge Compute and the upcoming Core Node release, every device becomes part of a decentralized supercomputer: + AI models run directly on your devices (phones, desktops, IoT devices) + Data stays local, secure, and real-time + Compute scales with the community, not corporations This is how we power the next generation of Agentic AI - AI systems that don’t just think, but act like you. Lightweight, fast, everywhere, for everyone. Stay tuned. The Edge is coming.

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Oguz O. | 𝕏 Capitalist 💸

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🇺🇸 SpaceX is making a massive AI bet Elon says SpaceX is scaling AI compute at a pace he believes no one else can match, with more than 2 GW expected online by the end of this year. The company could push its cumulative AI compute capacity to nearly 10 GW by the end of next year and has decided to build exclusively on NVIDIA, calling its Vera Rubin platform the best available. If SpaceX delivers, it could become one of the world's AI superpowers. Writer: Val

Mario Nawfal

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Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

KanekoaTheGreat

39,709 Aufrufe • vor 2 Monaten

Here’s Elon Musk explaining that SpaceX could launch up to one terawatt per year of AI compute capacity into Earth orbit — equivalent to the power output of roughly 1,000 nuclear power plants. “The next step beyond Earth data centers is our Earth orbital data centers. And we'll be launching with SpaceX orbital data centers at the 100-to-200-gigawatt-per-year level. Not cumulative, per year. And ultimately, we see a path to maybe launching as much as a terawatt per year of compute from Earth. But what if you want to go beyond a mere terawatt per year? In order to do that, you have to go to the Moon. So by having factories on the Moon, building AI satellites, and having a mass driver, which is the kind of thing you really only learn about in or read about in science fiction, but we're going to make it real. We're actually going to have a mass driver on the Moon. And if you do that, you can go several orders of magnitude greater. You can go to 1,000 gigawatts or more per year and ultimately get to maybe a millionth and then a thousandth and maybe even a few percent of the Sun's energy.” xAI All-Hands, February 10, 2026

Here’s Elon Musk explaining that SpaceX could launch up to one terawatt per year of AI compute capacity into Earth orbit — equivalent to the power output of roughly 1,000 nuclear power plants. “The next step beyond Earth data centers is our Earth orbital data centers. And we'll be launching with SpaceX orbital data centers at the 100-to-200-gigawatt-per-year level. Not cumulative, per year. And ultimately, we see a path to maybe launching as much as a terawatt per year of compute from Earth. But what if you want to go beyond a mere terawatt per year? In order to do that, you have to go to the Moon. So by having factories on the Moon, building AI satellites, and having a mass driver, which is the kind of thing you really only learn about in or read about in science fiction, but we're going to make it real. We're actually going to have a mass driver on the Moon. And if you do that, you can go several orders of magnitude greater. You can go to 1,000 gigawatts or more per year and ultimately get to maybe a millionth and then a thousandth and maybe even a few percent of the Sun's energy.” xAI All-Hands, February 10, 2026

ELON CLIPS

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Cottonia

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.Nick Grossman is betting that in the future, AI agents will look more like cloud infrastructure than digital employees. "Part of the Rebel Alliance thesis for us is that agents are moving from personified people you hire to cloud infrastructure." "We're not just talking about, 'Will there be other agents that compete with Claude or ChatGPT?' I think that's one version of what agents look like. Another version is cloud infrastructure where every company that's building any system is going to have agents and the orchestration of hundreds or thousands of agents built into their underlying platform." "If you think of agents as infrastructure as opposed to agents as employees, I think that's where a lot of these forces come into play."

.Nick Grossman is betting that in the future, AI agents will look more like cloud infrastructure than digital employees. "Part of the Rebel Alliance thesis for us is that agents are moving from personified people you hire to cloud infrastructure." "We're not just talking about, 'Will there be other agents that compete with Claude or ChatGPT?' I think that's one version of what agents look like. Another version is cloud infrastructure where every company that's building any system is going to have agents and the orchestration of hundreds or thousands of agents built into their underlying platform." "If you think of agents as infrastructure as opposed to agents as employees, I think that's where a lot of these forces come into play."

TBPN

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Sam Altman on why he likes hard problems (like making his own chip) “Philosophically I'm very inclined to try to find the high-leverage, difficult problem that will continue the exponential. And for us this is models and compute. Those are problems that naturally suit me.” “To scale compute in the way that we're doing requires a complex supply chain. There's a lot of interesting partnerships to figure out, which I like doing. There's interesting financial challenges of how you're going to finance what is rapidly becoming the most expensive infrastructure project in history.” “The technology questions that go into building out compute at this scale from designing your own chip, to the supply chain of fabs and people that make racks, to the power systems for these things. There are a lot of problems that are interesting across technology, business, policy, supply chain, logistics— all come together around building compute at this kind of scale.”

Sam Altman on why he likes hard problems (like making his own chip) “Philosophically I'm very inclined to try to find the high-leverage, difficult problem that will continue the exponential. And for us this is models and compute. Those are problems that naturally suit me.” “To scale compute in the way that we're doing requires a complex supply chain. There's a lot of interesting partnerships to figure out, which I like doing. There's interesting financial challenges of how you're going to finance what is rapidly becoming the most expensive infrastructure project in history.” “The technology questions that go into building out compute at this scale from designing your own chip, to the supply chain of fabs and people that make racks, to the power systems for these things. There are a lot of problems that are interesting across technology, business, policy, supply chain, logistics— all come together around building compute at this kind of scale.”

David Senra

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AI infrastructure has been running in the dark. Controlled by a handful of players, the industry has been held back by hidden pricing, secretive deals, and locked doors. We built to change that. Distributed compute. Transparent pricing. Open access. For everyone. Everywhere. For over two years we have been working to bring light to the dark. Today with the launch of our new brand design, we are giving form to the idea. The lights are on.

io.net

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"65% of global compute is controlled by just three providers — and the more we hand over compute power and data to them, the more we risk building an AI future owned by them, not by us." - Jack Collier (Jack Collier), Chief Growth & Marketing Manager at io.net Jack Collier reveals a critical paradox: open source AI models are ready to transform industries, democratize innovation, and empower creators, yet adoption is being throttled by centralized infrastructure, hidden costs, and complex workflows. Standing on the RAISE 2025 Stage, he breaks down the myths that Open AI is too expensive, too weak, or too complicated — and showcases how distributed compute, unified open platforms, and training-as-a-service are not only solving these challenges but also creating a future where AI is accessible, fair, and owned by the many, not the few. Watch now: #RAISE2025 #OpenSourceAI #AIInfrastructure #FutureOfAI #RAISESummit #DistributedCompute #Innovation

RAISE Summit

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