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SpaceX CEO Elon Musk recenlty virtually joined an lawsuit hosted by CEO Jamie Dimon astatine JPMorgan’s bureau successful New York. Shared connected societal media platfrom X, the speech betwixt the 2 CEOs ranged from SpaceX’s fiscal trajectory to bold visions of lunar AI information centers and the looming semiconductor situation successful the United States.
While Musk confirmed SpaceX’s determination to spell public, helium stressed that the deficiency of home high-volume machine representation manufacturing poses a acold greater menace to America’s technological future.
No home accumulation of representation chips
During the conversation, Musk stated that the US presently produces zero high-volume machine representation chips, a vulnerability helium described arsenic ‘catastropic’. He further revealed that Micron’s Idaho installation volition not scope measurement accumulation until 2028, portion different works successful New York is expected astir 2029-30.
Even then, output volition correspond lone a fraction of what is required to conscionable the exponential request of AI systems.
“There’s not a azygous high-volume machine representation fab successful America close now. Zero,” Musk said, underscoring the urgency of the situation.As per Musk the situation has intensified by the insatiable appetite for information from AI and robotics, portion the required bandwidth and representation capableness acold beyond quality needs.
He besides explained that the portion humans run a fewer 100 bits per second, computers tin request trillions, making representation infrastructure the backbone of aboriginal innovation.To code this shortfall, Musk is aggresivly gathering the Terafab task which aims astatine scaling the memoary accumulation to levels susceptible of supporting orbital AI information centers and next-generation Starlink satellites. He positioned Terafab arsenic indispensable not conscionable for SpaceX’s ambitions but for America’s nationalist competitiveness successful the AI era.
Musk tied the situation to broader nationalist information concerns, highlighting SpaceX’s Starshield part arsenic a captious communications backbone for US quality and defense.
Without home representation fabs, helium warned, America risks dependency connected overseas suppliers for captious infrastructure.
SpaceX to spell public
Apart from this lingering situation Musk besides confirmed that SpaceX, which has been cash-flow affirmative since 2014–15, volition yet spell public.
He explained that past backstage equity rounds were not fundraising but liquidity events for employees and investors. The IPO is driven by an upcoming capital-intensive phase, including plans to deploy implicit 100,000 next-generation connection satellites and orbital AI information centers.Along with this, helium besides outlined his plans for AI information centers connected the Moon, leveraging debased gravity and electromagnetic obstruction guns to motorboat compute modules into heavy space. He argued that space-based infrastructure solves terrestrial absorption to powerfulness plants, enabling solar-powered “star energy” acold beyond Earth’s limitations. The Moon, helium said, could standard to 1,000 terawatts annually, portion Mars remains the semipermanent terraforming goal.
