Elon Musk on why AI may move to space within 36 months
In this Dwarkesh Patel conversation, Elon Musk lays out a blunt thesis: as AI demand grows, electricity—not compute—becomes the limiting factor. He argues that scaling data centers on Earth is constrained by slow utilities, permitting, tariffs, and shortages in critical power hardware, while space could offer a far more scalable and economically compelling environment. Musk’s headline prediction is that, within 36 months or less, space could be the cheapest place to put AI.