Latest: Elon Musk, Jensen Huang, Tom Brown Discuss the AI Revolution!!!

Jensen Huang (0:00)

Latest interview of Elon Musk.

Astronaut Man (0:05)

Hey, team.

Jensen Huang (0:05)

Oh, gee.

Elon Musk (0:08)

Are we late?

Jensen Huang (0:11)

Guys.

Astronaut Man (0:12)

Good to be here.

Jensen Huang (0:13)

Go America.

Astronaut Man (0:14)

Team America. Yes, indeed.

So America, Wright Brothers, first man on the moon, the Internet.

Jensen Huang (0:23)

The two of us, Wright Brothers. I like that, indeed.

Astronaut Man (0:28)

We've essentially led every major technological revolution, which has been to the enormous benefit of America.

Ordinary Americans, where I guess we're now calling this super intelligence, which I think is actually good branding. And so let's, let's talk about how America wins this. And we make that winning good for ordinary Americans.

Jensen Huang (0:48)

Well, excuse me, die coke. Sorry.

So first of all, artificial super intelligence, artificial super intelligence is a complete reinvention of the computing stack. Everything from the way the processors, the chips are designed and the way they operate, to the way software is now trained and developed, to the way that the applications are able to perform, what they're able to do and how they perform. Every single layer of the computing stack has been reinvented. This way of doing computing, unlike previous ways of retrieving information, this is a generative approach to computing and therefore, in order for us to succeed, the first thing we need is energy because we need the energies to run the compute, to compute, run the algorithms, the algorithms then feed the applications. So at the foundational layer is energy and from that energy, we build the land power and shell and that hosts the infrastructure, so on and so forth. So the way we win, of course, we are world class in chip design. We are world class in algorithm development.

And so one of the things that we need to do is just be vigilant about enabling power delivery and power generation to happen. President Trump has been visionary in being pro-energy. Without the pro-energy vision of President Trump, it would have been impossible for us to build the data centers on top of it. Now of course, these data centers are coming online so quickly.

We're coming into a lot of neighborhoods and a lot of communities. We have to do a better job and partner with the communities and bring them along and make them part of the prosperity and the success of this industrial revolution. But that's how we win. We got to build the world's best chips. We have to have lots and lots of energy, create incredible algorithms. And then lastly, make sure that America is enthusiastic about the technology so that we defuse it into all of these various industries, from manufacturing to healthcare, you know, space exploration, so on and so forth.

Astronaut Man (3:00)

Awesome. Elon, how do we win? How do we keep winning?

Elon Musk (3:06)

Well, we need a lot of power, a lot of energy generation. So scaling energy, I think, is one of the biggest things. You've got to scale energy, you've got to scale chip production. And I think we're winning on software, on anything intellectual or digital. But in the long run, we need to be able to generate enough power to compete with, I think, essentially China is the biggest competitor. And China has about three times the electricity production of the United States. And I think we'll figure out how to make shifts.

So, really, the central challenge, I think, is long term is gonna be how do you generate enough power and how do you ensure that we have enough logic and memory fabrication capacity in the United States or in a safe region?

Astronaut Man (4:06)

Well, you are...

Jensen Huang (4:07)

We need the Wright brothers on the job. Yes.

Astronaut Man (4:10)

Well, it turns out the Wright brothers are on the job. Elon, if you bring on 10 gigawatts, which SpaceX has discussed publicly, that'll be about 25% of all the power added in America. And I know you have literal rocket engineers working on bringing on the power.

Elon Musk (4:26)

Yeah.

Astronaut Man (4:26)

Helping make the turbines. So, can you talk about that?

Elon Musk (4:31)

Yeah, it's, I mean, just to frame this, the average power consumption in the United States is about 500 gigawatts. So every 5 gigawatts of incremental steady state production is a 1% increase in the power used.

And I think actually we'll materialize to be approximately 1% increase in GDP. Because the intelligence for what keeps increasing. So if you just, you know, plot on a curve, how is the useful intelligence for what increasing? How is the, both at the hardware level, Jensen's GPUs keep getting better in terms of their, you know, the compute per watt. And the algorithms also get better in using, in getting more intelligence per watt. So, so I think that's maybe an interesting note. I would bet anyone that 1% increase in power usage corresponds to roughly 1% increase in GDP. And so 10 gigawatts would be a 2% increase in GDP.