Elon Musk suggested in a podcast that space could become the most cost-effective and efficient place for deploying artificial intelligence within the next three years, sparking discussions about 'space GPUs.' He pointed out that global power output growth lags far behind chip production, predicting a situation by the end of 2026 where there will be an abundance of chips but insufficient power. Space-based solar power generation offers significant advantages and is free from administrative constraints, with a cost structure inversion expected within 30 to 36 months. Musk also mentioned that chips are highly reliable, and space maintenance is not a core obstacle. Additionally, he disclosed issues such as high power consumption for data center cooling and limited ground-based power expansion, and stated that future TeraFab factories may achieve full self-production of chips and packaging to cope with soaring memory prices.
