Elon Musk says that $SPCX and $TSLA are targeting the production of 200 gigawatts of solar energy annually, which is equivalent to ~3 times the total current capacity of U.S. units.
Even achieving a small fraction of that would enable Musk to vertically integrate a huge portion of the energy production chain required for AI on Earth and in orbit.
Even achieving a small fraction of that would enable Musk to vertically integrate a huge portion of the energy production chain required for AI on Earth and in orbit.