Elon Musk on Space GPUs, AI, Optimus, and his manufacturing method

So are there really three hours of questions or are you fucking serious? It's the most interesting point.

All the storylines are kind of converging right now.

So we'll see how much, almost like I planned it.

Exactly.

Well, we'll get to that.

That would never do such a thing.

So as you know better than anybody else, the total cost of ownership of a data center, only 10% to 15% is energy.

And that's the part you're presumably saving by moving this into space.

Most of it's the GPUs.

If they're in space, it's harder to service them, or you can't service them.

And so the depreciation cycle goes down on them.

So it's just way more expensive to have the GPUs in space, presumably.

What's the reason to put them in space? Well,

the availability of energy is the issue.

If you look at electrical output outside of China, everywhere outside of China, it's more or less flat.

Maybe a slight increase, but pretty much flat.

China has a rapid increase in electrical output.

But if you're putting data centers anywhere except China, where are you going to get your electricity, especially as you scale? The output of chips is growing pretty much exponentially, but the output of electricity is flat.

So how are you going to turn the chips on?

Magical

power sources? Magical electricity fairies?

You're famously a big fan of solar.

One terawatt of solar power.

So with a 25% capacity factor, like four terawatts of solar panels.

It's like 1% of the land area of the United States.