Elon Musk says $SPCX and $TSLA are targeting 200 GW of annual solar production which is ~3x total U.S. module capacity today.
Even getting partway there would let Musk vertically integrate a huge piece of the power stack needed for AI on Earth and in orbit.
Even getting partway there would let Musk vertically integrate a huge piece of the power stack needed for AI on Earth and in orbit.
