The AI Investor
@The_AI_Investor · Dec 7, 2025
Crazy Elon talked about 100TW/year of AI and a Kardashev II civilization.
Looks like we’re still too early in AI, and in the not-too-distant future we might look back on today’s NVDA bubble fears as ridiculous.
At $40B per GW, a system that ultimately requires 100 TW of
Elon Musk@elonmusk· Dec 7, 2025@CathieDWood A major additional factor should be considered.
Satellites with localized AI compute, where just the results are beamed back from low-latency, sun-synchronous orbit, will be the lowest cost way to generate AI bitstreams in <3 years.
And by far the fastest way to scale within 4
Elon Musk
@elonmusk
Chip costs per trillion operations will drop several orders of magnitude
09:02 AM · December 8, 2025 · 24.5K views
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