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Elon Musk says SpaceX and Tesla are aiming to produce 200 gigawatts of solar per year and take it to space, where "it's essentially always sunny." He says the U.S. has to scale power dramatically to compete with China, which he says has about three times America's electricity production. He also bets that every 1% increase in U.S. power usage will bring roughly a 1% increase in GDP. "SpaceX is aiming together with Tesla to do 200 gigawatts of solar production per year. And if brought to space, you get the nameplate or better on the solar power, whereas if it's on the ground, you're going to get somewhere between a fifth and an eighth of the solar power generation, and you need enormous batteries." "You've got to scale energy; you've got to scale chip production. I think we're winning on software, on anything intellectual or digital. But in the long run, we need to be able to generate enough power to compete with — I think essentially China is the biggest competitor. And China has about three times the electricity production of the United States." "The average power consumption in the United States is about 500 gigawatts. So, every 5 gigawatts of incremental steady-state production is a 1% increase in the power used... I would bet anyone that a 1% increase in power usage corresponds to roughly a 1% increase in GDP. Because the intelligence per watt keeps increasing."

Data centers on the ground are limited by permits and power. SpaceX's answer is Starmind, orbital AI data centers with about 72 Nvidia chips and up to 175 kW per satellite. That's about 5,700 satellites per gigawatt. Terafab builds the chips, and Starship launches them. @JOBhakdi thinks it goes from gigawatts to terawatts by 2028 or 2029. $SPCX

SpaceX's supercomputing facilities in the Mid-South rank among the world’s most advanced AI training clusters, spanning over 2.5 million feet, millions of GPUs, and over two gigawatts of compute →

The first CPU built for agents is going to work at scale. @SpaceX is deploying NVIDIA Vera to accelerate the orchestration, code execution, and data processing that powers its next generation of agentic AI — keeping GPUs fed and agents acting fast. From gigawatt AI factories to orbit. One NVIDIA architecture, everywhere.

ELON MUSK ON BUILDING A “STAR MIND” POWERED BY THE SUN “We’ve already built the most powerful AI training clusters in the world. And then what we expect to do by the end of next year is about 10 times more than what we’ve done thus far. This will be very important practice for space AI. And I do think that AI training will continue to be on the ground, but AI inference, the day-to-day use of AI, will be in space. So we’re aiming to get to 10 gigawatts by the end of next year. This is depending on what the value per watt is. If the value per watt is probably going to be $30 to $50, which means if we bring 10 gigawatts of AI online by the end of next year, it will be $300 to $500 billion a year in revenue. Big numbers. And sometimes I wonder, what is our purpose? And it could be that the purpose of humanity is to give birth to a star mind, a sentient sun. I don’t know what the AI is going to think about, honestly. It’s a lot of compute. But I guess this is the next step in the evolution of a civilization, is to harness the power of the sun. There was a physicist called Kardashev who argued that you could consider any given civilization on the basis of whether it has been able to harness most of the power of its planet, or most of the power of its sun, or most of the power of its galaxy, and beyond. So that’s what’s going to happen. And we’re going to do it. The factory for star mind will be located nearby, adjacent to us, basically. They just come from space.”

SK Group and NVIDIA today announced a $500 billion-plus initiative spanning AI factories and next-generation memory. ➡️ @SKtelecom is building a 2-gigawatt NVIDIA Vera Rubin DSX AI Factory in Korea to serve global compute demand. ➡️ @SKhynix and NVIDIA will codevelop next-generation AI memory, including HBM. Korea is ready to become a global AI powerhouse with world-class networks and data centers, leadership in chip technology and vast industrial scale.

Elon Musk: Tesla’s Mega Pods Could Transform AI Computing Everywhere We're also building out a mega pod design that has — because, for computers with x86, it's a very x86 computer with the Tesla AI computer. You know, it's got this visual Optimus in a box, a mega pod kind of like the Megapack packaging. So, we put a large number of four-plus x86 combos into a giant box, essentially. And these boxes can be placed anywhere in the country or outside the country. This allows us to scale AI compute using disaggregated electricity production. Again, there are lots of places all around the world, including Superchargers. I think we get something like seven gigawatts of power at our Superchargers. And we can place mega pods at many of these Superchargers and have distributed power for AI. So, I think that could be quite a big deal.

Air conditioning demand in extreme Texas heat pushed the ERCOT grid beyond 91 gigawatts today. Before yesterday, we had never exceeded 86 GW so this record shatters the old one. Note there was >20 GW of buffer, no energy emergency, no conservation call. #txlege# #txenergy# 1/