Overview
- Musk said he sees a path to launching roughly 100 gigawatts of solar AI satellites each year, calling space power a lowest-cost route to run large-scale AI.
- He reported that more than ten Neuralink patients now have implants, with some moving from severe paralysis to near-normal conversational speed.
- Musk has speculated that within about twenty years Neuralink could create an approximate mind snapshot for upload to Tesla’s Optimus robot, noting it would not be an exact copy.
- The Wall Street Journal reported severe AI infrastructure bottlenecks, with transformer capacity booked into 2028 and grid upgrades projected to take 10–15 years.
- JPMorgan modeling cited by the Journal estimates up to $5 trillion in AI infrastructure spend by 2030 and translates required returns to about $35 per month per iPhone user, while Meta’s Alex Schultz said the company’s AI outlays are already generating billions in revenue.