Sam Evans

speaker

11,513 appearances 100 recordings 1 series first heard May 2026 last heard 17 Aug

Sam Evans’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 100 in all, peaking in Jul 2026 with 32.

Appearances

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The Electric Viking · Why Elon Musk Secretly Spent $1 Billion on Mobile Power Turbines · 24 Jul 2026 podcast

APR recently added turbines and deployed more than 100 megawatts for a major AI hyperscaler.

The weird thing is the cost of running these mobile power plants is extraordinarily high in comparison in particular to Musk's plans for having space-based solar, which is a tiny fraction of the cost once deployed compared to any kind of gas generation anywhere in the world, let alone this type.

Here's the number that explains everything, grid connections.

In the United States, currently face delays of two to five years, and that's the problem.

If you're building an AI data center, you cannot wait five years for the grid.

That's the gap APR fills, power that shows up on a trailer.

I don't like it, but it is what it is.

Why does Musk actually want this though?

One word is colossus, literally.

His XAI supercomputing clusters are some of the most energy hungry facilities on the planet and owning APR gives him immediate access to flexible generation,

that can be dropped right next to a data center, bypassing a strained grid entirely.

It also slots in alongside Tesla's energy storage business, meaning Musk can now pull power, generation, batteries, and grid services from his own companies to feed AI training at whatever pace he wants to scale.

Here's my take.

Yes, these are gas and diesel turbines.

And I know some of you will find that incredibly ironic considering everything Tesla stands for.

And you've got a point.

But this tells you something important about where the real bottleneck in AI is right now.

It's not chips.

It appears to be not talent either.

It's actually electricity.

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