SpaceX CEO Elon Musk is naming two companies and one nation that he believes will ultimately emerge victorious in the AI race.
In a new post on X, Musk says China will become the most dominant nation in AI on the planet.
He also says that Google will win the race in the US, with SpaceX becoming the biggest victor of all.
“Google will win the AI race in the West, China on Earth and SpaceX in space.”
Last month, Elon Musk said US hyperscalers may face a day when they have tons of AI chips but no power to turn them on, as the world struggles to keep pace with China’s rapid increase in electrical output. Last year, famed short-seller Michael Burry predicted that China would win the AI race because of its massive advantage in electricity generation capacity.
Today, Google’s AI chatbot Gemini is considered the leading large language model, and investor Steve Eisman previously noted that Alphabet has a strong cash flow to outspend rival and ChatGPT creator OpenAI.
But Musk sees SpaceX becoming the ultimate winner after it acquired xAI last month, with the explicit goal of building space-based data centers to circumvent power constraints on Earth. He also believes AI chips will be the biggest constraint once the power issue is solved.
“The limiting factor will shift from chips to energy on Earth, then back to chips when space solar (star) power is unlocked.”
In November, Musk said that Tesla would deliver more AI chips than Nvidia, AMD and everyone else combined.
“We expect to build chips at higher volumes ultimately than all other AI chips combined. Read that sentence again, as I’m not kidding.”
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