“Now, Elon Musk and other leaders say they expect physical bottlenecks, including a shortage of electricity needed to power data centers, to slow down competitors.”
Elon Musk on Cloud & data centers: 9 quotes
What Elon Musk has said about Cloud & data centers — 9 statements in date order, each with the original source.
“He commented that there are more than 200 neocloud providers and they will face "guppy-level death" during the next few years.”
“He predicted that most of the more than 200 so-called neoclouds (companies that rent out computing power for AI) will fail or get absorbed by others.”
“On SpaceX's third-quarter earnings call, Musk said the aim is to use around half its computing capacity in-house and rent the other half to others, at "effectively the spot-market rate"…”
“He predicted that more than 200 so-called neocloud companies, which provide cloud computing infrastructure designed for AI and machine-learning workloads, would face widespread failures…”
“As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn't have substantial revenue independent of AI data centers.”
“That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.”
“On the Q3 earnings call, though, he predicted SpaceX would end 2027 with around 13 gigawatts of compute capacity, with a long-shot goal of adding a massive 20 gigawatts of incremental…”
“three months later, Musk said that it could end 2026 with up to 3 gigawatts”