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14317 total appearances

Appearances Over Time

Podcast Appearances

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

Besides the GB300, you've got to power all of the networking hardware.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

There's a whole bunch of CPU and storage stuff that's happening.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

You've got to size for your peak cooling requirements.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

So that means can you cool even on the worst hours, the worst day of the year?

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

It's pretty freaking hot in Memphis.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

You're going to have a 40% increase on your power just for cooling.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

Assuming you don't want your data center to turn off on hot days and you want it to keep going.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

Then you've got to say, well, there's another multiplicative element on top of that, which is

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

Are you assuming that you never have any hiccups in your power generation?

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

Like, oh, well, actually, sometimes we have to take the generators, some of the power offline in order to service it.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

Oh, okay, now you add another 20%, 25% multiplier on that because you've got to assume that you've got to take power offline to service it.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

So the actual RS, roughly every 110,000 GBs, GB300s, inclusive of networking, CPU storage, cooling, margin for servicing power is roughly 300 megawatts.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

Sorry, say that again.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

It's roughly, or think about it, like...

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

What you need at the generation level to service 330,000 GB300s, including all of the associated support networking and everything else, and the peak cooling, and to have some power margin reserve, is roughly a gigawatt.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

Again, try doing it, and then you'll see.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

Like, the turbines are sold out through 2030.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

Have you guys considered making your own?

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

I think in order to bring enough power online, I think SpaceX and Tesla will probably have to make the turbine blades, the benzene blades, internally.

Dwarkesh Podcast
Elon Musk - "In 36 months, the cheapest place to put AI will be space”

But just the blades or the turbines?