Elon Musk – "In 36 months, the cheapest place to put AI will be space”
Elon Musk argues that AI infrastructure must move to space within 30-36 months due to the impossibility of scaling terrestrial power generation and the regulatory bottlenecks of land-based solar.summaryTerrestrial power generation is the primary bottleneck for AI scaling; electrical output outside China is flat while chip output grows exponentially, creating a supply/demand mismatch.takeawayThe limiting factor for terrestrial power plants is not just the turbines but specifically the vanes and blades, which have a manufacturing backlog extending to 2030 due to specialized casting processes.takeaway














