Elon Musk believes the AI boom may have roughly three years left before Earth itself becomes the bottleneck.
“Orbital compute will be the only way to scale AI probably sometime in 2029 due to power availability & permitting problems on land,” the SpaceX (NASDAQ:SPCX) CEO said in a post on X Friday.
Why Musk Is Circling 2029
JPMorgan recently modeled SpaceX expanding its terrestrial compute capacity to roughly 9 gigawatts by 2029, about four times Hoover Dam’s nameplate generating capacity.
“Beyond 2029, we expect SpaceX to pivot to orbital compute for incremental capacity additions,” the brokerage said. That’s strikingly close to the point Musk now says Earth could become the bottleneck.
