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Musk Predicts SpaceX Will Launch More AI Compute Per Year Than the Cumulative Total on Earth
5 février 2026 à 20:00
Elon Musk told podcast host Dwarkesh Patel and Stripe co-founder John Collison that space will become the most economically compelling location for AI data centers in less than 36 months, a prediction rooted not in some exotic technical breakthrough but in the basic math of electricity supply: chip output is growing exponentially, and electrical output outside China is essentially flat.
Solar panels in orbit generate roughly five times the power they do on the ground because there is no day-night cycle, no cloud cover, no atmospheric loss, and no atmosphere-related energy reduction. The system economics are even more favorable because space-based operations eliminate the need for batteries entirely, making the effective cost roughly 10 times cheaper than terrestrial solar, Musk said. The terrestrial bottleneck is already real.
Musk said powering 330,000 Nvidia GB300 chips -- once you account for networking hardware, storage, peak cooling on the hottest day of the year, and reserve margin for generator servicing -- requires roughly a gigawatt at the generation level. Gas turbines are sold out through 2030, and the limiting factor is the casting of turbine vanes and blades, a process handled by just three companies worldwide.
Five years from now, Musk predicted, SpaceX will launch and operate more AI compute annually than the cumulative total on Earth, expecting at least a few hundred gigawatts per year in space. Patel estimated that 100 gigawatts alone would require on the order of 10,000 Starship launches per year, a figure Musk affirmed. SpaceX is gearing up for 10,000 launches a year, Musk said, and possibly 20,000 to 30,000.
Read more of this story at Slashdot.
