Meanwhile in Germany ⚛️
Elon Musk says the AI boom will hit a WALL by the end of 2026.
He says the whole industry is about to learn a hard lesson in hardware.
Chip output is exploding, but electricity is nearly flat everywhere outside China.
So the two lines cross this year.
He says by the end of king more AI chips than we can actually turn on.
Millions of them pile up with nowhere to plug in.
In his words, the bottleneck for the next year is not chips, it is raw power.
Whoever can turn on the most chips fastest wins the race.
In the end, the AI race comes down to one thing:
Raw electricity.
— Elon Musk (.@elonmusk) on Dwarkesh Patel's (.@dwarkesh_sp) podcast
5
1
28
Meanwhile in Germany
A reactor is headed for Mars, America may get its biggest nuclear site ever, and a 40-year waste question got an answer ☢️
All in one week.
- Finland granted the world's first license to operate a deep repository for used nuclear fuel
- @TheNuclearCo proposed a 6.6 GW AP1000 ch would be the biggest nuclear site in America
- Amazon, AEP and X-energy are studying 12 reactors at a retired coal plant in Indiana
- Westinghouse is putting $1B into the first new fleet-scale fuel plant in the US in 50+ years
- NASA's SR-1 Freedom, a nuclear-powered spacecraft headed for Mars, keeps moving 🚀
It's crazy how fast this is happening.
America is restarting an entire industry 🇺🇸
5
5
40
