Executive Summary
Musk predicts that within 36 months, space will become the cheapest location for AI compute infrastructure, driven by fundamental energy economics. His argument centers on solar power being 5x more effective in space (no atmosphere, weather, or day/night cycles) while eliminating battery storage costs. The key bottleneck isn't energy efficiency but regulatory constraints and land acquisition for terrestrial power generation. Musk reveals SpaceX plans to launch hundreds of gigawatts of AI compute...
Key Investment Opportunity
Tesla AI Infrastructure Scaling
Tesla's vertical integration in AI chips, power generation, and space launch capabilities positions it uniquely for space-based compute transition
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