X：Elon Musk

BREAKING: Elon Musk says Google and Anthropic are leasing AI compute from SpaceX amid a growing power shortage, adding that SpaceX has brought AI compute online better than anyone else so far. “Even before next year, there are challenges with power, which is why Google, Anthropic and many other companies are leasing compute from SpaceX. We’ve been able to bring AI compute online better than anyone else so far. Constructing our own power plants is the only way we were able to do it”

Grok Bot Summary of Elon Musk’s G20 Address Today 🇺🇸 Power, data centers, and the bottleneck - There’s already a power crisis for AI, not a far-off one. - Consensus he cited: at least a 15 gigawatt shortfall of power in 2027 for AI chips. - AI chip production is rising ~40–50% a year. Power outside China is rising ~10–20%. The faster curve will overwhelm the slower one. - Google, Anthropic, and others are already leasing compute from SpaceX because SpaceX built its own power plants. That was the only way they could turn capacity on fast enough. - China has lots of electricity, but GPU export bans block the latest chips there. The real constraint is electricity growth outside China. - Opportunity for other countries: build a lot of power, host AI data centers, and tax them / charge reasonable fees. AI as a growth engine - Countries should lean into new tech instead of staying stuck in the past. - His rough estimate: digital AI alone could lift the global economy by 20–30%, or about $20–30 trillion a year. - By the end of next year, AI should be able to do anything digital, anything that doesn’t require physically shaping atoms by hand. - Software prediction: in about 12–18 months, AI writing software will be “Stockfish-level.” Humans won’t be able to compete, the way a chess engine on a phone can already beat Magnus Carlsen. - Same window: AI becomes extremely good, possibly that same level, at all forms of engineering and anything digital. - He also plugged 𝕏 as where almost all serious AI discourse happens, and said that’s how he follows the field day to day. Robotics and physical AI - Physical tech always takes longer than digital. Software copies instantly. Hardware needs huge global supply chains and moving a lot of atoms. - A humanoid robot’s usefulness is three things multiplied: AI software × onboard AI chip × electromechanical dexterity (especially the hands). All three are improving exponentially. - Once robots start making more robots, growth goes recursive: slow at first, then explosive. - 10-year forecast (he called it conservative): well over a billion humanoid robots, each about 5× as productive as a human. That would mean those robots outproduce all humans combined. - That physical layer is where he sees the economy growing by a factor of 10 or more, not just 20–30%. How countries actually get new tech built? - New things should be default legal, not default illegal. Heavy regulation (he pointed at the EU) doesn’t kill progress, but it slows it a lot. - Startups are like saplings in a forest. Most governments over-support the big existing trees (incumbents) and under-support the small ones. - Big companies have access to political leaders. Startups don’t. Policy should be biased toward young companies on purpose.

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