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.

Brain Large Model AI

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.