What If Elon Musk Uberized Nvidia (and Killed the Game Again)?
Context: Computing power is becoming the scarcest resource of the AI era. As a result, investments in data centers are exploding (Amazon with $150B+, Microsoft with $100B+, Google with $50B+).
Problem: their electricity demand will double by 2030, and the lead time to get them operational exceeds 2 to 5 years...
Musk sees a crack in this model: Teslas are already supercomputers on wheels, yet they sit idle 95% of the time, leaving a colossal computing capacity dormant.
You see where this is going? Imagine a fleet of 100 million Teslas, each capable of delivering 1 kilowatt of computing power: that would represent 100 gigawatts globally (1,000 times the power of the largest supercomputer), all without new buildings or cooling costs since the vehicle already provides everything.
Where Uber doesn't own the cars it operates and Airbnb doesn't own the hotels it rents out, Tesla could become a cloud giant without building data centers -- turning every owner into an operator of a mini AI power plant that generates revenue while the car is parked.
Phew. Read in Luc Allain's newsletter The Next Big Shit.