Recently, Elon Musk, CEO of Tesla, stated in an interview that due to the limitations of Earth's power supply, space will become the most cost-effective and only scalable place for deploying AI computing power within 30 to 36 months.

Power Bottlenecks Give Rise to "Orbital Data Centers"
Musk emphasized that there is a huge gap between the stagnation of global power growth and the explosive demand for computing power, and by the end of this year, a situation where "chips are stacked but cannot be turned on" may occur.
Energy Efficiency Advantage: Solar energy efficiency in space is about five times higher than on the ground, and no complex cooling facilities are needed.
Visionary Plan: SpaceX plans to launch Starship 10,000 to 30,000 times per year, aiming to make AI computing power in space exceed the total of Earth within five years.
The "Money-Making" Logic of Chips and Robots
Self-Developed Chips: Tesla's AI5 chip is planned to start mass production in the second quarter of 2027, prioritizing robot needs.
Optimus Vision: Musk called humanoid robots "infinite money printers." Their value comes from the product of intelligence, chips, and mechatronic dexterity, with a goal of producing ten million units per year, managed by Grok central scheduling.
Global Competitive Perspective
Musk admitted that China has a dominant advantage in manufacturing and materials, and warned that if the U.S. does not achieve breakthroughs in robotics, China will take the lead comprehensively.
