Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

The race to build data centers is reshaping power grids, construction markets and corporate capital spending on Earth. Now, some of the biggest names in technology and space want to move part of that infrastructure into orbit. This would launch a new frontier for insurers — if they can...

CNBC's profile picture

CNBC

6,115,271 subscribers

23,953 görüntüleme • 20 saat önce •via X (Twitter)

Bilim & TeknolojiHaberler & PolitikaFinans
LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

Sam Altman in a new interview says Orbital Data Centers are not going to matter at scale this decade: “I honestly think the idea, with the current landscape of putting data centers in space is ridiculous. If you do the very rough math of launch costs relative to the cost of power on earth and to say nothing how you are going to fix a broken GPU in space— they do break a lot unfortunately— we are not there yet. There will be a time, space is great for a lot of things, Orbital Data Centers are not something that is going to matter at scale this decade.” This clip isn’t going to age well for Sam.
0:39

Sam Altman in a new interview says Orbital Data Centers are not going to matter at scale this decade: “I honestly think the idea, with the current landscape of putting data centers in space is ridiculous. If you do the very rough math of launch costs relative to the cost of power on earth and to say nothing how you are going to fix a broken GPU in space— they do break a lot unfortunately— we are not there yet. There will be a time, space is great for a lot of things, Orbital Data Centers are not something that is going to matter at scale this decade.” This clip isn’t going to age well for Sam.

Nic Cruz Patane

72,344 görüntüleme • 5 ay önce

🚨 Sam Altman Throws Shade at Elon’s Vision of Putting Data Centers in Space “Putting data centers in space is ridiculous … Do the very rough math of launch costs relative to the cost of power we can do on Earth … Orbital data centers are not something that's going to matter at scale this decade.”
0:39

🚨 Sam Altman Throws Shade at Elon’s Vision of Putting Data Centers in Space “Putting data centers in space is ridiculous … Do the very rough math of launch costs relative to the cost of power we can do on Earth … Orbital data centers are not something that's going to matter at scale this decade.”

Chief Nerd

261,663 görüntüleme • 5 ay önce

Elon Musk: “In order to make some progress on the Kardashev scale, we need to launch satellites to orbit earth and capture solar power, and that avoids the needs to build massive power plants on earth and deal with cooling. Cooling is much easier in space. What we intend to do is to climb the Kardashev scale.”
0:58

Elon Musk: “In order to make some progress on the Kardashev scale, we need to launch satellites to orbit earth and capture solar power, and that avoids the needs to build massive power plants on earth and deal with cooling. Cooling is much easier in space. What we intend to do is to climb the Kardashev scale.”

Sawyer Merritt

137,457 görüntüleme • 2 ay önce

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
2:38

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

Tesla Owners Silicon Valley

19,203 görüntüleme • 2 ay önce

The next frontier of AI may not be on Earth. As SpaceX and other companies fuel a space boom, players around the world are racing to build data centers in orbit — betting the future of computing lies beyond our planet
2:29

The next frontier of AI may not be on Earth. As SpaceX and other companies fuel a space boom, players around the world are racing to build data centers in orbit — betting the future of computing lies beyond our planet

Bloomberg Originals

34,578 görüntüleme • 2 ay önce

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.
1:01

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.

Milk Road AI

12,140 görüntüleme • 2 ay önce

Jim Cramer believes $CRWV could be a part of orbital data centers: “They have the best handle in the buildout. If you want to put a rocket into space with a data center, you might at least peruse CoreWeave’s work because that’s the one that knows how to build them fast.”
0:58

Jim Cramer believes $CRWV could be a part of orbital data centers: “They have the best handle in the buildout. If you want to put a rocket into space with a data center, you might at least peruse CoreWeave’s work because that’s the one that knows how to build them fast.”

Small Cap Snipa

24,132 görüntüleme • 1 ay önce

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
1:27

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

ELON CLIPS

14,003 görüntüleme • 8 ay önce

Here's Elon Musk explaining why 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. 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
1:26

Here's Elon Musk explaining why 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. 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

ELON CLIPS

30,799 görüntüleme • 9 ay önce

It’s actually happening: Video footage of construction for SpaceX’s project to put AI Data Centers in orbit These Data Centers in space won’t take up earths resources like electricity and water because they will use solar power and be cooled by space “The SpaceX campus in Bastrop County is pushing for an ambitious project that would build what it's calling the AI1 satellite, a data center in space. There are visible signs construction is underway after the tech company announced this large expansion project where the Starlink facility currently sits it's being called the GigaSat factory — The company plans to launch these satellites into Earth's orbit with SpaceX Starships. The company says this tech will be powered by solar energy, and the cold temperatures in space will keep it from overheating” The goal is large scale meaningful production by the end of 2027, supporting an annualized rate of ~1 GW of orbital AI compute. This means thousands of satellites per year, with even more to scale much higher afterward
1:51

It’s actually happening: Video footage of construction for SpaceX’s project to put AI Data Centers in orbit These Data Centers in space won’t take up earths resources like electricity and water because they will use solar power and be cooled by space “The SpaceX campus in Bastrop County is pushing for an ambitious project that would build what it's calling the AI1 satellite, a data center in space. There are visible signs construction is underway after the tech company announced this large expansion project where the Starlink facility currently sits it's being called the GigaSat factory — The company plans to launch these satellites into Earth's orbit with SpaceX Starships. The company says this tech will be powered by solar energy, and the cold temperatures in space will keep it from overheating” The goal is large scale meaningful production by the end of 2027, supporting an annualized rate of ~1 GW of orbital AI compute. This means thousands of satellites per year, with even more to scale much higher afterward

Wall Street Apes

67,547 görüntüleme • 2 gün önce

Elon Musk just put a 30-month timeline on data centers in space. Not a concept. A deadline. Gerstner: “You’re merging the two biggest TAMs in the world. All of artificial intelligence and all of space.” Every ceiling AI has ever hit comes down to one thing. Power. Land is finite. Cooling is expensive. Energy grids were never built for what this technology demands. Every major AI company on Earth is fighting over the same stressed infrastructure, competing for power that simply does not exist in sufficient supply. Space does not have that problem. Gerstner: “Power is the proxy, power is the primitive to AI.” Orbital data centers drawing unlimited solar energy do not improve the cost curve. They collapse it. No atmosphere. No weather. No darkness. Just continuous unfiltered energy. Forever. Starlink scales to 20 million people connected directly to their phones. xAI provides the intelligence. SpaceX provides the infrastructure. One person building both. Gerstner: “Elon is kind of an N of one. His ability to dream this and execute at this scale.” No comparison exists. Most companies spend lifetimes executing inside one industry. Musk is merging the two largest markets in human history into a single vertically integrated system powered by orbital infrastructure nobody else can build. Gerstner: “I’m glad he’s on Team America.” Whoever controls orbital infrastructure for AI and communications does not just win a market. They own the foundation everything runs on for generations. China sees this. Cannot replicate it. Reusable rockets plus frontier AI plus capital plus execution velocity do not exist together anywhere else on Earth. In 30 months the game changes permanently. The person who solved Earth’s energy constraint by leaving Earth just made every competitor’s roadmap irrelevant.
1:31

Elon Musk just put a 30-month timeline on data centers in space. Not a concept. A deadline. Gerstner: “You’re merging the two biggest TAMs in the world. All of artificial intelligence and all of space.” Every ceiling AI has ever hit comes down to one thing. Power. Land is finite. Cooling is expensive. Energy grids were never built for what this technology demands. Every major AI company on Earth is fighting over the same stressed infrastructure, competing for power that simply does not exist in sufficient supply. Space does not have that problem. Gerstner: “Power is the proxy, power is the primitive to AI.” Orbital data centers drawing unlimited solar energy do not improve the cost curve. They collapse it. No atmosphere. No weather. No darkness. Just continuous unfiltered energy. Forever. Starlink scales to 20 million people connected directly to their phones. xAI provides the intelligence. SpaceX provides the infrastructure. One person building both. Gerstner: “Elon is kind of an N of one. His ability to dream this and execute at this scale.” No comparison exists. Most companies spend lifetimes executing inside one industry. Musk is merging the two largest markets in human history into a single vertically integrated system powered by orbital infrastructure nobody else can build. Gerstner: “I’m glad he’s on Team America.” Whoever controls orbital infrastructure for AI and communications does not just win a market. They own the foundation everything runs on for generations. China sees this. Cannot replicate it. Reusable rockets plus frontier AI plus capital plus execution velocity do not exist together anywhere else on Earth. In 30 months the game changes permanently. The person who solved Earth’s energy constraint by leaving Earth just made every competitor’s roadmap irrelevant.

Dustin

102,859 görüntüleme • 5 ay önce

GOOGLE CEO: DATA CENTERS IN SPACE WILL HARNESS THE SUN’S POWER Sundar laid out a vision straight from science fiction, building Google’s future data centers in orbit to capture near-limitless solar energy: “How do we one day have data centers in space so we can better harness the energy from the sun? That’s a hundred trillion times more energy than what we produce on Earth today. In 2027, we’ll take the first step, sending tiny racks of machines aboard satellites to test them out and start scaling. A decade from now, this will be seen as a normal way to build data centers.” Source: Fox, Sundar Pichai
0:36

GOOGLE CEO: DATA CENTERS IN SPACE WILL HARNESS THE SUN’S POWER Sundar laid out a vision straight from science fiction, building Google’s future data centers in orbit to capture near-limitless solar energy: “How do we one day have data centers in space so we can better harness the energy from the sun? That’s a hundred trillion times more energy than what we produce on Earth today. In 2027, we’ll take the first step, sending tiny racks of machines aboard satellites to test them out and start scaling. A decade from now, this will be seen as a normal way to build data centers.” Source: Fox, Sundar Pichai

Mario Nawfal

459,614 görüntüleme • 8 ay önce

DAVID SACKS ON THE AI RACE: "The US is currently in an AI race, and our chief global competition is China, obviously. They're the only other country that has the talent, the resources, and the technology expertise to basically beat us in AI. And I think whoever wins this AI race, that's going to have tremendous ramifications for both our economy and our national security. Clearly, we want the US to be the winner, just like we were with the internet, and every other technology revolution before that […] We know that to win this AI race, we have to be the most innovative. You can't regulate your way just to beating your competitor. You have to out-innovate them. And we know that in the United States, the innovation comes from the private sector, not the government. So we have to do everything we can to help our companies win, to help them be innovative, and that means getting a lot of red tape out of the way… We have to have the most AI infrastructure in the US. It has to be the easiest place to build it. All of the new data centers that are going in, they require tremendous power, so getting ahead of the curve on energy, making sure we stand up all of this new infrastructure we're going to need to basically produce these AI factories… We want the US technology stack to dominate globally. We want to be the partner of choice for the whole world… I think everyone in Silicon Valley understands that the way that you win a technology race is to have the biggest ecosystem […] You just want everybody to be building on top of your technology stack, and that's what we want for the United States." David Sacks w/Marc Benioff Dreamforce
2:15

DAVID SACKS ON THE AI RACE: "The US is currently in an AI race, and our chief global competition is China, obviously. They're the only other country that has the talent, the resources, and the technology expertise to basically beat us in AI. And I think whoever wins this AI race, that's going to have tremendous ramifications for both our economy and our national security. Clearly, we want the US to be the winner, just like we were with the internet, and every other technology revolution before that […] We know that to win this AI race, we have to be the most innovative. You can't regulate your way just to beating your competitor. You have to out-innovate them. And we know that in the United States, the innovation comes from the private sector, not the government. So we have to do everything we can to help our companies win, to help them be innovative, and that means getting a lot of red tape out of the way… We have to have the most AI infrastructure in the US. It has to be the easiest place to build it. All of the new data centers that are going in, they require tremendous power, so getting ahead of the curve on energy, making sure we stand up all of this new infrastructure we're going to need to basically produce these AI factories… We want the US technology stack to dominate globally. We want to be the partner of choice for the whole world… I think everyone in Silicon Valley understands that the way that you win a technology race is to have the biggest ecosystem […] You just want everybody to be building on top of your technology stack, and that's what we want for the United States." David Sacks w/Marc Benioff Dreamforce

Ron Pragides 

231,781 görüntüleme • 10 ay önce

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
1:27

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

Mario Nawfal

1,587,594 görüntüleme • 9 ay önce

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
1:04

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

21,962 görüntüleme • 5 ay önce

MARK CUBAN: “We're building these data centers and if there's a price performance curve on AI that minimizes the power requirements, there's going to be a lot of data centers that are going to be turned into pickleball courts.”
1:38

MARK CUBAN: “We're building these data centers and if there's a price performance curve on AI that minimizes the power requirements, there's going to be a lot of data centers that are going to be turned into pickleball courts.”

Chief Nerd

58,257 görüntüleme • 24 gün önce

The CEO of BlackRock, Larry Fink, admits that the trillions of dollars being used to build data centers and power grids will come from ordinary people’s savings accounts and pension funds, and says it is mandatory. He says America needs trillions in AI infrastructure spending, and that people will be forced to “invest” in it. “Much of this will come from savings accounts and pension accounts.”
1:24

The CEO of BlackRock, Larry Fink, admits that the trillions of dollars being used to build data centers and power grids will come from ordinary people’s savings accounts and pension funds, and says it is mandatory. He says America needs trillions in AI infrastructure spending, and that people will be forced to “invest” in it. “Much of this will come from savings accounts and pension accounts.”

Shadow of Ezra

2,783,955 görüntüleme • 2 ay önce

The US Department of Energy mapped out all of the current data centers, data centers under construction & data centers currently in the planning stages. We’ve heard for years how vulnerable our grid is. Now we are supposed to believe that it can withstand all of this new demand?
1:30

The US Department of Energy mapped out all of the current data centers, data centers under construction & data centers currently in the planning stages. We’ve heard for years how vulnerable our grid is. Now we are supposed to believe that it can withstand all of this new demand?

Derrick Evans

70,218 görüntüleme • 2 ay önce

The first question I asked Elon Musk: What’s the point of sending GPUs into space? The whole idea behind orbital data centers is that if the launch costs continue to drop, it will become cheaper to put GPUs in orbit than to build power plants on Earth. The problem with this argument is that energy is only about 15% of a datacenter’s lifetime cost. The chips themselves are around 70%. And you still have to launch those to space! Elon kept returning to one point over and over again: It will simply not be physically possible to scale power production to the scale needed for AI on Earth. He kept pointing out the bottlenecks we’ve already run into on Earth: You can’t plug into the utilities - the interconnect queues are too long. You can’t do behind-the-meter natural gas and generate power yourself - lead times for turbines stretch past 2030. You can’t do solar on Earth, because of permits, and because of the tariffs. For it to make economical sense to shift compute to space, all of the following things would need to be true: - Power generation on Earth hits a ceiling, or AI demand outstrips every terrestrial option (for context, 1 TW of solar power is only 1% of the land area of the US, and AI currently only uses about 20 GW globally). - Chip production scales faster than power generation (because Elon builds TeraFab). It would be surprising if building and placing solar panels turned out to be harder than scaling semiconductor manufacturing. - Starship reaches thousands of launches per year. In that world, Elon wins the AI race outright. SpaceX is the only entity that can launch at that scale. xAI would have unlimited power. Everyone else will be stuck fighting over grid interconnects and turbine orders. And if those 3 conditions aren’t met? Well, on Earth, xAI is just gonna be one of the pack anyways - and there’s no market for the 4th best AI model. Elon’s comparative advantage was never going to be navigating utility interconnect queues or filing permits faster than Google. His advantage is SpaceX. So why not just bet on the world where SpaceX becomes the kingmaker? I asked Elon what that world looks like. 100 GW = 10,000 starship launches, and he wants to do more than that every year by 2030. That’s one starship launch every hour.
5:33

The first question I asked Elon Musk: What’s the point of sending GPUs into space? The whole idea behind orbital data centers is that if the launch costs continue to drop, it will become cheaper to put GPUs in orbit than to build power plants on Earth. The problem with this argument is that energy is only about 15% of a datacenter’s lifetime cost. The chips themselves are around 70%. And you still have to launch those to space! Elon kept returning to one point over and over again: It will simply not be physically possible to scale power production to the scale needed for AI on Earth. He kept pointing out the bottlenecks we’ve already run into on Earth: You can’t plug into the utilities - the interconnect queues are too long. You can’t do behind-the-meter natural gas and generate power yourself - lead times for turbines stretch past 2030. You can’t do solar on Earth, because of permits, and because of the tariffs. For it to make economical sense to shift compute to space, all of the following things would need to be true: - Power generation on Earth hits a ceiling, or AI demand outstrips every terrestrial option (for context, 1 TW of solar power is only 1% of the land area of the US, and AI currently only uses about 20 GW globally). - Chip production scales faster than power generation (because Elon builds TeraFab). It would be surprising if building and placing solar panels turned out to be harder than scaling semiconductor manufacturing. - Starship reaches thousands of launches per year. In that world, Elon wins the AI race outright. SpaceX is the only entity that can launch at that scale. xAI would have unlimited power. Everyone else will be stuck fighting over grid interconnects and turbine orders. And if those 3 conditions aren’t met? Well, on Earth, xAI is just gonna be one of the pack anyways - and there’s no market for the 4th best AI model. Elon’s comparative advantage was never going to be navigating utility interconnect queues or filing permits faster than Google. His advantage is SpaceX. So why not just bet on the world where SpaceX becomes the kingmaker? I asked Elon what that world looks like. 100 GW = 10,000 starship launches, and he wants to do more than that every year by 2030. That’s one starship launch every hour.

Dwarkesh Patel

404,497 görüntüleme • 6 ay önce