Elon Musk

Again, bearing in mind that average power usage in the U.S.

is, you know, 500 gigawatts.

So if you're launching, say, 200 gigawatts a year to space, you're sort of lapping the U.S.

every two and a half years.

The entire, all U.S.

electricity production, this is a very huge amount.

So...

But between now and then, the constraint for server-side compute, concentrated compute, will be electricity.

My guess is that people will start getting a point where they can't turn the chips on for large clusters towards the end of this year.

The chips are going to be piling up and won't be able to be turned on.

Now, for edge computers, it's a different story.

For Tesla, the AI5 chip is going into our Optimus robot.

Optimistic.

And so if you have an AI edge compute, that's distributed power.

Now the power is distributed over a large area.

It's not concentrated.

And if you can charge at night, you can actually use the grid much more effectively.

Because the actual peak power production in the US is over 1,000 gigawatts.

But the average power usage because the day-night cycle is 500.

So if you can charge at night, there's an incremental 500 gigawatts that you can generate at night.