Benson Sun|Dec 08, 2025 12:36
Lao Ma believes that there is not enough electricity on Earth, so he wants to move the "AI data center" to space, and even directly produce and launch these data centers on the moon in the future.
This matter can be broken down into two stages:
Stage 1: Move the computer to the sky and bask in the sun (within 3-4 years)
Problem: With the rapid development of AI, the construction of ground power plants is not fast enough, and electricity has become the biggest bottleneck.
Solution: Launch satellites equipped with AI chips into space and let them orbit the Earth.
Why do you do this?
Free and unlimited electricity: In a specific orbit (sun synchronous orbit), satellites can bask in the sun 24 hours a day, with solar panels constantly generating electricity without worrying about electricity bills or power outages.
Save bandwidth: These satellites calculate the answers themselves in the sky and only transmit the results back to Earth (instead of sending huge amounts of raw data back and forth), just like when you calculate a map in the cloud and only download the last one.
Connected by Starlink: These AI satellites will use laser light to connect with Musk's existing Starlink satellites, forming a huge space computing network.
Phase 2: Lunar Base and Electromagnetic Cannon (Further Future)
Problem: Launching rockets from Earth is too expensive, too slow, and the Earth's gravity is too strong, resulting in high fuel consumption during launch.
Solution: Go directly to the lunar cover factory to produce satellites.
Big move: Use an "electromagnetic railgun" (like an accelerator in a science fiction movie) to "eject" a pre made satellite from the surface of the moon into space. Because the moon has low gravity and no air resistance, it can easily send things into space without the need for rocket thrusters.
What impact will it have on us?
The speed of AI progress is no longer hindered by power shortages: currently, the biggest headache for AI giants (Google, Microsoft, OpenAI) is power shortage. If Musk's move is successful, AI's computing power will be able to expand almost infinitely, and AI models will become smarter and more responsive.
Starlink will become a super giant: in the future, Starlink will not only be a tool for you to access the internet, but it will also become the "brain" of global AI transmission nerves. The calculations behind the AI assistant on your phone may have been completed in outer space.
Space debris and crowding problem: Musk mentioned a satellite with a scale of "one million tons per year", which means that the Earth's orbit will become very crowded, and astronomical observation and space debris disposal will face huge challenges.
Towards an 'interstellar civilization': The 'Kardashev II civilization' he finally mentioned refers to a civilization that can utilize all the energy of its star (the Sun). Musk is drawing a big cake, telling everyone that we don't just need to make electric cars, we need to use solar energy to push human civilization up.
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