Elon Musk may be chasing his most audacious vision yet: moving AI into orbit.
In a recent internal memo, Musk framed the launch of a million-satellite constellation as humanity’s first step toward a Kardashev Type II civilization — one powered directly by the sun. His goal? Deploy 100 gigawatts of AI compute capacity into space and fuel it with solar energy, bypassing Earth’s grid constraints altogether.
This isn’t just another Musk moonshot. It’s a direct response to a hard reality: AI is running into an energy wall. With U.S. grid connections taking years and gas turbines in short supply, Musk is betting that space — not land — will become the cheapest frontier for compute.
If he’s serious, this could reshape not only AI infrastructure, but the global solar industry now drowning in overcapacity.
Is this science fiction — or the next energy revolution?
Full analysis in this week’s newsletter.
cwnewsroom.substack.com
In a recent internal memo, Musk framed the launch of a million-satellite constellation as humanity’s first step toward a Kardashev Type II civilization — one powered directly by the sun. His goal? Deploy 100 gigawatts of AI compute capacity into space and fuel it with solar energy, bypassing Earth’s grid constraints altogether.
This isn’t just another Musk moonshot. It’s a direct response to a hard reality: AI is running into an energy wall. With U.S. grid connections taking years and gas turbines in short supply, Musk is betting that space — not land — will become the cheapest frontier for compute.
If he’s serious, this could reshape not only AI infrastructure, but the global solar industry now drowning in overcapacity.
Is this science fiction — or the next energy revolution?
Full analysis in this week’s newsletter.
Elon Musk’s Space-Based AI Ambition: A Lifeline for the Glutted Solar Industry?
Liang-rong Chen
cwnewsroom.substack.com