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Tesla, Google, Nvidia and Starcloud in a AI Space Race. Tesla Future Chips, SpaceX Starship are Key
Challenges include chip shortages, high launch costs (needing under $80M per 40 MW payload for viability), and timelines akin to delayed projects like robotaxis.
Starlink's evolution will be from V2/V3 and AI versions of V3 satellites and V4 scaling to 50-200 kW for 50-200 chips).
NASA's shift to Jared Isaacman (a SpaceX ally) as administrator to accelerate moon missions.
This will transform the future space industrialization (moon/Mars fabs, mining), energy scales beyond Earth's nuclear output, and economic booms for Tesla/SpaceX/xAI.