The evidence for the Tesla and XAI data center construction advantage in build speed and dominating size is clear. The XAI and Tesla ability to build data centers 4 to 10 times faster than Microsoft, Google, Meta and others is translating into a defensible technology and business advantage and permanent AI domination.
This can be the speed of construction and speed of improvement with SpaceX reusable booster Falcon 9 and the SpaceX fully reusable Starship. Size and speed of construction advantage is seen with SpaceX Starship and Starlink scale. Starlink has about over 10 times more satellites in orbit than any other competitor and most do not have even have 1% of the Starlink satellites.
Tesla and XAI each have 85,000 to 200,000 coherent shared memory GPUs while others are still at 30,000 GPUs and not being able to run new models with the higher number of GPUs.
XAI is doubling power in the next 90 days with fifteen gas turbines like the one below. This will enable 200,000 Nvidia B200s to be installed and used. There will be 400,000 chips.
There will be AI runs to improve the FSD and Teslabot AIs along with future Grok versions.
Getting to 12 times the compute used for Grok 3 training means every month will be like a years worth of compute.
By the end of the year there will be 1 million chips that each have 5X the compute. This 50X compute will mean one week worth of compute will be like one year of compute from a 100,000 H100 cluster.
The main purpose of for the AI will be to improve the Tesla real world AI and to build better data centers, systems and synthetic data to speed the improvement of Tesla AI and XAI.
Improving Tesla robotaxi AI and improving the data centers and factories will 10X the value of Tesla shares by 2027 and it will enable the 10X of the shares again by 2029-2030.
AI improving AI hardware and data centers which make better AI which make better hardware is the ultimate flywheel of value. It is the AI Industrial flywheel.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements.