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TESLA Growth is Back and GLOBAL AI Energy Empire No One's Talking Will Be HUGE
They're turning AI data centers into modular "Megapods" — factory-built Lego blocks that can be deployed extremely fast.
xAI's Colossus is already scaling aggressively with behind-the-meter power. Tesla can shape the grid and unlock gigawatts that others can't easily get.
Shaun Maguire of Sequoia says that SpaceX is best at building next generation AI clouds. It is not even close, SpaceX is an order of magnitude ahead. Tesla modular megapods with megapacks and the natural gas turbines that SpaceX and Elon have via APR Energy sends it up another order of magnitude.