Part 2/15:
Elon started with a discussion on the pressing energy demands of the AI revolution. Zero Hedge highlighted the increasing power needs of Nvidia’s latest GPU chips and the limitations of the US electrical grid. According to their analysis, supporting AI's surge in data centers would require rolling blackouts or nuclear plants on every corner due to power capacity constraints.
Responding to this, Elon suggested that batteries could be the solution. He explained that the US grid has a steady-state capacity of around one terawatt, with average usage about half of that. By charging energy storage packs overnight and discharging them during peak AI operations, the country could effectively double its energy output annually — an innovative approach to energy management.