比特币橙子Trader
比特币橙子Trader|Nov 07, 2026 09:00
A SpaceX executive claimed that only SpaceX could stop his grandchildren from speaking Mandarin. Years ago, a SpaceX executive said that the only thing that could stop his grandchildren from speaking Mandarin was SpaceX. Musk believes the only way for the US to compete with China is to send AI computing power into space. China's electricity production is about three times that of the US and is approaching four times. China's auto manufacturing industry is very strong; the Tesla Model Y is a best-selling electric car in China. He stated on the spot: "China is great, I love China." Conversely, looking at the US, he estimates that even if all announced wafer fabs are calculated under the most optimistic scenario, the US chip manufacturing scale is only about 10% of Asia's. If geopolitical risks in Asia erupt, the US could face a severe chip supply crisis. Musk deploys hundreds of gigawatts of AI computing power into space annually, ultimately aiming for 1 terawatt. According to his vision, 1 terawatt is equivalent to twice the current average electricity consumption in the US. In short, he wants to build a new AI industrial infrastructure using rockets, space-based solar power, and orbital data centers. Electricity determines the upper limit of industrial expansion, chips determine the supply of computing power, and manufacturing capacity determines the speed of expansion. If the United States wants to maintain its leading position, it must find a new path for industrial expansion.
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