In an insightful discussion on the future of technology, Elon Musk identifies energy as the primary bottleneck for artificial intelligence. Musk notes that while AI chip production is increasing exponentially, the slow rate of electricity growth poses a significant challenge. He highlights China’s massive solar deployment, noting they produce 1,500 gigawatts of solar capacity annually. Musk emphasizes that the Sun accounts for nearly all energy in the solar system, leading to a major revelation: SpaceX plans to launch solar-powered AI satellites within a few years. This move aims to leverage the immense power available in space without occupying land on Earth. Musk also discusses the plummeting costs of AI and the rise of open-source models, which he believes are only a year behind closed systems. He predicts that AI will become globally accessible as companies seek to maximize their customer base, provided the energy crisis is solved through scalable solutions like solar and space-based infrastructure.
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