Latest / Elon Musk Thinking / Elon Musk And Jensen Huang Talk AI And Furture Of Technology at U.S. - Saudi Investment Forum!!!

Transcript

Elon Musk And Jensen Huang Talk AI And Furture Of Technology at U.S. - Saudi Investment Forum!!! · Elon Musk Thinking

• 0:00
  Speaker 1: Please have us see now, I'm sure we can do
• 0:02
  Speaker 1: a bigger run of applause for one of the greatest
• 0:06
  Speaker 1: two leaders of our history. Let's go ahead. So we're
• 0:11
  Speaker 1: talking about I lost count. You know, seven to eight
• 0:15
  Speaker 1: trillion dollars worth of market cap comp I lost count.
• 0:20
  Speaker 1: But right now we're here to celebrate a historic moment,
• 0:25
  Speaker 1: a moment that yesterday during the dinner, and thank you
• 0:29
  Speaker 1: for joining us under the patronage of the Honorable President
• 0:34
  Speaker 1: and his Royal Highness, the com Prince Musseidi, where we
• 0:38
  Speaker 1: have the pleasure to hear it firsthand. This is the
• 0:42
  Speaker 1: greatest alliance between the Kingdom of Sada Arabia and the
• 0:46
  Speaker 1: United States, where we have joined hands and you have
• 0:50
  Speaker 1: helped us build our energy based economy, fueling and energizing
• 0:55
  Speaker 1: the industrial age. And now fast forward going to the
• 0:59
  Speaker 1: intelligence age where we can fuel AI factories, robotics, eaves
• 1:06
  Speaker 1: and all of the rest. Speaking of that, let's start
• 1:09
  Speaker 1: with you Elon. If you don't mind, Jensen, feel free
• 1:11
  Speaker 1: to chive in. You have a big fascination of something
• 1:15
  Speaker 1: all of us have admired. First order thinking with gens
• 1:19
  Speaker 1: is sometimes called first order scaling, which is an opportunity
• 1:24
  Speaker 1: for how you have dropped the costs of batteries from
• 1:28
  Speaker 1: one thousand for kilo at hour through sub hundred bucks
• 1:32
  Speaker 1: And right now you're doing the same thing with robotics,
• 1:35
  Speaker 1: for actuators, with servo rotors and motors. So I want
• 1:40
  Speaker 1: to hear from you, how do you manage to always
• 1:44
  Speaker 1: disrupt every single industry with that.
• 1:47
  Speaker 2: Thinking, Well, it's mostly not a disruption, it's creation. So
• 1:54
  Speaker 2: with say SpaceX with reusable rockets, they really want any
• 2:00
  Speaker 2: reusable rockets, but the essence of getting of revolutionizing space
• 2:07
  Speaker 2: travel is reusability. If you throw the rocket away every time,
• 2:11
  Speaker 2: the cost of access to space is extremely high. With
• 2:15
  Speaker 2: respect to electric cars, there weren't any electric cars when
• 2:20
  Speaker 2: we started making them. Really you couldn't buy any, to
• 2:23
  Speaker 2: the best of my knowledge. So with Tesla, we wanted
• 2:26
  Speaker 2: to make electric cars compelling at affordable. That was the goal.
• 2:32
  Speaker 2: The You know, with respect to humanoid robotics, there are
• 2:35
  Speaker 2: no useful humanoid robotics robots at this point. There are
• 2:40
  Speaker 2: sort of gimmicks, but there are not There are no
• 2:42
  Speaker 2: actually useful humanoid robots. And I think Tesla is going
• 2:46
  Speaker 2: to make the first actually useful humanoid robots, and this
• 2:49
  Speaker 2: will be quite a revolution. And I think something that
• 2:52
  Speaker 2: will that everyone will want, because I was thinking, like,
• 2:56
  Speaker 2: who wouldn't want their own personal C three po are
• 3:00
  Speaker 2: two D two. Of course everyone we want one, right,
• 3:05
  Speaker 2: and and then there would be many in industry providing
• 3:08
  Speaker 2: products and services. This is why I say that humanoid
• 3:11
  Speaker 2: robots will be the biggest industry or the biggest product ever,
• 3:16
  Speaker 2: bigger than cell phones or anything else, because everyone's going
• 3:19
  Speaker 2: to want one and or maybe more more than one,
• 3:22
  Speaker 2: and there'll be many in industry. On R two D
• 3:27
  Speaker 2: two in C three pos body, yeah, very well. I
• 3:32
  Speaker 2: mean a HumanID robot would be better than R two
• 3:34
  Speaker 2: D two and C through vo combined times ten. So
• 3:38
  Speaker 2: the and and you know, people often talk about sort
• 3:43
  Speaker 2: of eliminating poverty and that kind of thing, but really
• 3:46
  Speaker 2: there's how long they've been talking about that. There's lots
• 3:50
  Speaker 2: of talk. Uh, there's lots of NGOs sort of trying
• 3:54
  Speaker 2: to do these things but but really not succeeding. And
• 3:58
  Speaker 2: and you know the evidence be for ourself, but AI
• 4:03
  Speaker 2: and humoroid robots will actually eliminate poverty and tell them
• 4:07
  Speaker 2: won't be the only one that makes them. I think
• 4:09
  Speaker 2: tells them will pioneer this, but there will be many
• 4:11
  Speaker 2: other companies that make humanoid robots. But there is only
• 4:14
  Speaker 2: basically one way to make everyone wealthy, and that is
• 4:18
  Speaker 2: AI in robotics.
• 4:20
  Speaker 1: And we can't talk about robotics without AI factories. And
• 4:24
  Speaker 1: yesterday was such a historic day for the two nations
• 4:28
  Speaker 1: but also for all of US where we celebrate the
• 4:32
  Speaker 1: AI Strategic Partnership with the US signed witnessed by the
• 4:37
  Speaker 1: Honorable President and His Royal Highness, about how we are
• 4:41
  Speaker 1: committing our capital, energy land to energize the AI US ecosystem,
• 4:48
  Speaker 1: to be able to build inference node training nodes, and
• 4:51
  Speaker 1: to be the most AI enabled nation. With that announcement,
• 4:55
  Speaker 1: Tell me what's next in AI factories, Jensen, there's.
• 4:59
  Speaker 3: A there's a beautiful story about how Saudi Arabia's building
• 5:03
  Speaker 3: AI refineries and now building AI factor or oil refiners
• 5:07
  Speaker 3: to AI factors.
• 5:08
  Speaker 1: I love that.
• 5:10
  Speaker 3: You know, I've said that that AI is an infrastructure
• 5:12
  Speaker 3: and the reason for that, of course, we understand AI
• 5:14
  Speaker 3: from the perspective of the technology and how it's revolutionizing
• 5:18
  Speaker 3: every industry. Digital intelligence, of course has applications into every
• 5:24
  Speaker 3: every field, and so it's going to be used by
• 5:26
  Speaker 3: every company, every industry, every country. In that way, it's
• 5:31
  Speaker 3: foundational and therefore it's part of infrastructure. What is new
• 5:35
  Speaker 3: about AI from a computer science perspective is that the
• 5:41
  Speaker 3: way computing was done in the past was largely retrieval
• 5:45
  Speaker 3: based computing. Somebody typed in a story, or somebody created
• 5:49
  Speaker 3: a piece of art, or came up with four versions
• 5:53
  Speaker 3: of a digital ad or it's all pre built by
• 5:57
  Speaker 3: somebody which is then using a system to retrieve the
• 6:01
  Speaker 3: appropriate version for you. It's a retrieval based computing model.
• 6:06
  Speaker 3: Hadoop and many of the frameworks and operating systems that
• 6:10
  Speaker 3: the past all designed to retrieve the appropriate information for you.
• 6:14
  Speaker 3: But today software is going to be generated in real time.
• 6:18
  Speaker 3: It's generative based on the context, based on the circumstance,
• 6:22
  Speaker 3: based on who you are, based on the problem you
• 6:24
  Speaker 3: ask that, based on your prompt, it will generate unique
• 6:27
  Speaker 3: content for you every single time, for everybody. It's unique
• 6:31
  Speaker 3: when you use GROC every time you use it as
• 6:33
  Speaker 3: different which based on the right, based on based on
• 6:37
  Speaker 3: the prompt that you give in and based on the circumstance,
• 6:39
  Speaker 3: and so therefore it used to be retrieval based. Today
• 6:44
  Speaker 3: it's generative. And if it's generative, then and every time
• 6:49
  Speaker 3: is different than you need AI factories all over the
• 6:51
  Speaker 3: world to generate the content in real time, which is
• 6:54
  Speaker 3: the reason why you need AI factories. And this is
• 6:56
  Speaker 3: a unique way of doing computation. But the benefit, of
• 6:59
  Speaker 3: course is that everything isn't preconceived and predocumented and it's contextually,
• 7:05
  Speaker 3: contextually sensible and therefore intelligence.
• 7:08
  Speaker 1: So AI factories and robotics, and we heard it yesterday
• 7:12
  Speaker 1: from his Royal Highness, his vision how to augment our
• 7:16
  Speaker 1: workforce with roughly tens of millions of robotics to be
• 7:20
  Speaker 1: able to infuse the next wave of productivity and progress.
• 7:24
  Speaker 1: But this cares a lot of folks here when it
• 7:27
  Speaker 1: comes to the future of jobs. So let's hear about
• 7:30
  Speaker 1: your thoughts, Elon and Denson on that.
• 7:34
  Speaker 2: Sure, well, you say, like in the long term, where
• 7:39
  Speaker 2: will things end up long term? I don't know what
• 7:41
  Speaker 2: long term is. Maybe it's ten twenty years or something
• 7:44
  Speaker 2: like that. For me, that's long term. My prediction is
• 7:48
  Speaker 2: that work will be optional optional optional, So we'll take that. Yeah,
• 7:58
  Speaker 2: I mean it'll be like a playing sports or a
• 8:00
  Speaker 2: video game or something like that. If you want to
• 8:03
  Speaker 2: work you know, in the same way like you can
• 8:07
  Speaker 2: you can go to the store and just buy some vegetables,
• 8:10
  Speaker 2: or you could grow vegetables in your backyard. It's much
• 8:13
  Speaker 2: harder to grow veg vegetables in your backyard, but some
• 8:16
  Speaker 2: people still do it because they like growing growing vegetables.
• 8:19
  Speaker 2: That will be what work is like optional, and between
• 8:24
  Speaker 2: now and then, there's actually a lot of work to
• 8:26
  Speaker 2: get to that point. I always recommend people really read
• 8:30
  Speaker 2: in banks culture books to get a sense for what
• 8:34
  Speaker 2: a probable positive AI future is like. And interestingly, in
• 8:41
  Speaker 2: those books, money is no longer doesn't exist. It's kind
• 8:46
  Speaker 2: of interesting. And my guess is if you go out
• 8:50
  Speaker 2: long enough, assuming there's a continued improvement in AI and robotics,
• 8:54
  Speaker 2: which seems likely, the money will will stop being relevant.
• 8:59
  Speaker 2: At some point in the future. There will still be
• 9:03
  Speaker 2: constraints on power like in it, like electricity and mass.
• 9:09
  Speaker 2: The fundamental physics elements will still be still be constraints,
• 9:14
  Speaker 2: but I think at some point a currency becomes irrelevant.
• 9:22
  Speaker 1: Jensen any thoughts.
• 9:30
  Speaker 2: By the way, that video earning schools later today, and
• 9:34
  Speaker 2: by the.
• 9:34
  Speaker 3: Way, since currency is a relevant, Elon just wants to
• 9:44
  Speaker 3: share with you the two of us would like to
• 9:52
  Speaker 3: share some breaking news. Uh, let's see. I would say,
• 9:56
  Speaker 3: I would say, there there's different horizons you can look at.
• 10:00
  Speaker 3: Everybody's jobs will be different that I think that that's
• 10:03
  Speaker 3: for sure. How how students learn will be different. How
• 10:08
  Speaker 3: people do their work will be different, obviously, because a
• 10:11
  Speaker 3: lot of the things that we do mundanely or arduously
• 10:15
  Speaker 3: or very difficultly are going to be done very simply,
• 10:18
  Speaker 3: and so we're going to be more productive from that sense.
• 10:21
  Speaker 3: From that sense, one of the things that I will
• 10:23
  Speaker 3: say is that for most people or company, if some
• 10:28
  Speaker 3: if your life becomes more productive, and if the things
• 10:31
  Speaker 3: that you're doing with great difficulty becomes simpler, it is
• 10:36
  Speaker 3: very likely, because you have so many ideas, you'll have
• 10:39
  Speaker 3: more time to go pursue things. It is my guess
• 10:41
  Speaker 3: that Elon will be busier as a result of AI.
• 10:44
  Speaker 3: I'm going to be busier as a result of AI.
• 10:46
  Speaker 3: And the reason for that is because we have so
• 10:48
  Speaker 3: many ideas we want to pursue, so many things that
• 10:51
  Speaker 3: we still have in our backlog inside our company that
• 10:54
  Speaker 3: we can go pursue. If we're more productive, we can
• 10:57
  Speaker 3: get to those things faster, and so in the near term,
• 11:00
  Speaker 3: I would say that there's every evidence that we will
• 11:04
  Speaker 3: be more productive and yet still be busier because we
• 11:07
  Speaker 3: have so many ideas. One thing that I will say,
• 11:09
  Speaker 3: give you some evidence is that and I was just
• 11:13
  Speaker 3: telling Elan about this earlier. Radiology, for example, has largely
• 11:17
  Speaker 3: been converted to AI driven radiology, and there's some really
• 11:21
  Speaker 3: great companies doing that. And the surprising thing is the
• 11:26
  Speaker 3: prediction that all radiologists would be the first jobs to
• 11:30
  Speaker 3: go with exactly the opposite. The trend shows that there
• 11:34
  Speaker 3: are more radiologists being hired now as a result of AI.
• 11:38
  Speaker 3: And the reason for that, if you take a step back,
• 11:40
  Speaker 3: it's because the goal of a radiologist is not to
• 11:43
  Speaker 3: study the images. The goal of a radiologist is to
• 11:47
  Speaker 3: diagnose a disease. Now the studying of the images became
• 11:51
  Speaker 3: so productive, they could study more images, study more modalities,
• 11:55
  Speaker 3: spend more time with the patients, and as a result,
• 11:58
  Speaker 3: they're actually accepting more patient We're doing more radiology all
• 12:01
  Speaker 3: around the world, we're doing a better job with diagnosing disease.
• 12:05
  Speaker 3: And so that's that's kind of the the near term,
• 12:08
  Speaker 3: near term outcome of AI and productivity, and and we'll see,
• 12:13
  Speaker 3: we'll see what happens long term, you know, I when
• 12:18
  Speaker 3: when currency doesn't matter anymore, just you know, let me
• 12:21
  Speaker 3: know right before.
• 12:24
  Speaker 2: You'll see it coming. You'll see it coming, like we.
• 12:29
  Speaker 3: Text often, so just yeah, just text it off.
• 12:32
  Speaker 1: Let me I kind of I kind of agree with
• 12:34
  Speaker 1: with both of you because if you look at every
• 12:36
  Speaker 1: technological trend, every general purpose technology has been that new
• 12:41
  Speaker 1: positive for for the globe, for humanity and so forth.
• 12:45
  Speaker 3: And let me share with you too, and your excellency,
• 12:48
  Speaker 3: I think it's precisely the reason. The reason for that
• 12:51
  Speaker 3: is because all the great ideas from from innovators like
• 12:54
  Speaker 3: elon that you have so many ideas that Jackson is wrong. Yeah,
• 12:59
  Speaker 3: well yeah, thank you.
• 13:01
  Speaker 1: So let me share share with you two stories from
• 13:03
  Speaker 1: two Saudi innovators in collaboration with a lot of great
• 13:06
  Speaker 1: the great work that Nvidia does, that gro does. One
• 13:10
  Speaker 1: is Professor Mariagi. All right, m got a game. It's
• 13:17
  Speaker 1: Professor Mariagi.
• 13:23
  Speaker 2: That might need to might need to move the Micay.
• 13:29
  Speaker 3: Come on, what's share this one.
• 13:33
  Speaker 1: Let's let's let's write this one more time. So one
• 13:36
  Speaker 1: of them is Professor Aumriagi, who's the first American Saudi
• 13:40
  Speaker 1: to win a Nobel Prize in creating new chemistry, and
• 13:44
  Speaker 1: the way he has done that he has leveraged you
• 13:46
  Speaker 1: AI accelerators and models like Grock to be able to
• 13:51
  Speaker 1: create new chemistry. When it comes to metal organic frameworks,
• 13:54
  Speaker 1: those are metal allions that are positively charged with organic
• 13:59
  Speaker 1: clinkers to be able to effectively create a sponge withero
• 14:02
  Speaker 1: point three three nanometers pores to capture water from air
• 14:08
  Speaker 1: and also to capture carbon dioxide. The second story has
• 14:13
  Speaker 1: also to do with AI accelerated by Nvidia and with
• 14:17
  Speaker 1: models like Rock, which is nanopalm, which is effectively creating
• 14:21
  Speaker 1: a nano robot five hundred nanometers by one thousand nanometers
• 14:25
  Speaker 1: to be able to do gene editing, leveraging the crisper
• 14:29
  Speaker 1: technology to take out sickill cell disease. Now, in both
• 14:33
  Speaker 1: these instances they originated twenty years ago in research, but
• 14:37
  Speaker 1: AI was able to really accelerate the outcomes and the
• 14:42
  Speaker 1: outputs such that we can move into new value pools.
• 14:45
  Speaker 1: So I think with every technological trend, humanity is going
• 14:49
  Speaker 1: to always manage to shift to new value pools when
• 14:52
  Speaker 1: it comes to workforce on productivity. But we have some
• 14:55
  Speaker 1: great announcements to talk about here today. Let's begin with
• 14:58
  Speaker 1: you Elon. The thing that we're doing with x AI.
• 15:02
  Speaker 2: Oh yeah, we're excited to announce that we're doing a
• 15:05
  Speaker 2: a five hundred megawatt I mean yeah, five hundred sorry,
• 15:12
  Speaker 2: five mega mega.
• 15:13
  Speaker 1: Yeah, we're doing.
• 15:19
  Speaker 2: Sorry yeah, yeah, it's five hundred gigwak one laftway so
• 15:25
  Speaker 2: that that that'll be eight bazilion trillion dollars that uh so, yeah,
• 15:37
  Speaker 2: we're doing a x A I and the Kingdom Saudi
• 15:43
  Speaker 2: Arabia are doing a.
• 15:45
  Speaker 1: Mega watts starting with fifty megawatts phase one, and we're
• 15:48
  Speaker 1: doing it with Nvidio. Congratulations to the Humane team to
• 15:52
  Speaker 1: Target team, such a fantastic job, Jensen. I think we're
• 15:56
  Speaker 1: also doing some great an ausments this week.
• 15:59
  Speaker 3: We are, We're we're announcing, we're announcing all kinds of things.
• 16:04
  Speaker 3: Our partnership with Humane is going incredibly well. First of all,
• 16:08
  Speaker 3: we work together to get this company started and off
• 16:12
  Speaker 3: the ground and just got an incredible customer with Elon.
• 16:17
  Speaker 3: Could you imagine a startup company approximately zero billion dollars
• 16:21
  Speaker 3: in revenues now going to build a data center for Elon.
• 16:26
  Speaker 3: Five hundred megawatts is gigantic. This company is off the charts,
• 16:30
  Speaker 3: right away. In addition to that, we're working working AWS,
• 16:36
  Speaker 3: as you know, is.
• 16:37
  Speaker 1: Also caraculations to the HUMANE team, with the AWS starting
• 16:42
  Speaker 1: with one hundred megawatts with a gigawatts ambition and counting.
• 16:47
  Speaker 3: So AWS is also coming to Humane. We're working with
• 16:50
  Speaker 3: Humane on Omniverse Digital twins. As you know that AI
• 16:55
  Speaker 3: is not just well just agentic AI and chatbot and
• 17:00
  Speaker 3: cognitive AI is incredibly important to the world, but AI
• 17:04
  Speaker 3: applies to everything chemicals and proteins and genes, and physics
• 17:08
  Speaker 3: and fluid dynamnamics and particles and of course robotics and activation.
• 17:12
  Speaker 3: And we created this world called Omniverse where robots can
• 17:16
  Speaker 3: learn how to be good robots, and.
• 17:19
  Speaker 2: It's physically based.
• 17:20
  Speaker 3: It obeys the laws of physics, and so robots can
• 17:23
  Speaker 3: learn in these environments. And we're working with Humane to
• 17:26
  Speaker 3: apply Omniverse to all kinds of digital factories and robotics
• 17:31
  Speaker 3: and warehouses and things like that, and so that's another
• 17:35
  Speaker 3: We're also working in Saudi Arabia to build supercomputers to
• 17:39
  Speaker 3: simulate quantum computers and using our computers to be the
• 17:44
  Speaker 3: controller and the error correction. Quantum error correction requires an
• 17:49
  Speaker 3: enormous amount of computation and so we're doing a lot
• 17:51
  Speaker 3: of great work there too, So a big partnership with Humane.
• 17:54
  Speaker 3: They're off the charts, off the ground and off the
• 17:57
  Speaker 3: charts at the same time.
• 17:58
  Speaker 1: This is how we walk the top in the Kingdom
• 18:01
  Speaker 1: of sud Arabia and partnership with the US. Yesterday the
• 18:05
  Speaker 1: President and His Royal Highness announced the AI Strategic Framework
• 18:09
  Speaker 1: and partnership. Today we're going big with Elon and Jensen.
• 18:14
  Speaker 1: So thank you for those opportunities. Now, they told me
• 18:21
  Speaker 1: I have time for two last questions. So last night
• 18:25
  Speaker 1: at the dinner I got a number of questions because
• 18:28
  Speaker 1: it seems that the schedule leaked and everybody was getting
• 18:32
  Speaker 1: me hints about the last two questions I'm going to do.
• 18:35
  Speaker 1: So the first one was for you, Elon, and there's
• 18:38
  Speaker 1: a big one for you, Jensen, So prepare for that one.
• 18:43
  Speaker 1: AI in space Is that possible?
• 18:48
  Speaker 2: Yes, If civilization continues, which it probably will, then AI
• 18:53
  Speaker 2: in space is inevitable. You know, I have to like
• 19:00
  Speaker 2: preface that, you know, we shouldn't take civilization for granted.
• 19:04
  Speaker 2: We need to make sure to take care to ensure
• 19:08
  Speaker 2: that civilization hasn't an upward arc. I mean any student
• 19:11
  Speaker 2: of history knows that civilization does not always have an
• 19:14
  Speaker 2: upward arc, and in fact, civilizations have life cycles. So
• 19:18
  Speaker 2: hopefully we are in a strong upward arc. I think
• 19:21
  Speaker 2: we are for now, but we don't want to take
• 19:23
  Speaker 2: that for granted or be complacent. But in order to
• 19:28
  Speaker 2: the way to think of AI in space is that
• 19:30
  Speaker 2: in order to achieve any meaningful percentage of a Kardashev
• 19:34
  Speaker 2: two scale civilization where you're using even a millionth of
• 19:37
  Speaker 2: a millionth of the Sun's energy, you must have solar
• 19:42
  Speaker 2: powered AI satellites in deep space. So that once you realize,
• 19:49
  Speaker 2: like once you think in terms of a Cartoshev two
• 19:51
  Speaker 2: scale civilization, which is what percentage of the Sun's energy
• 19:55
  Speaker 2: are you turning into useful work, then then it becomes
• 20:00
  Speaker 2: obvious that space is overwhelmingly what matters. Overwhelmingly, the Sun
• 20:06
  Speaker 2: only receives one roughly one two billionth of the Earth
• 20:10
  Speaker 2: only receives roughly uh one two billionth of the Sun's energy.
• 20:15
  Speaker 2: So if you want to have something that is, say
• 20:19
  Speaker 2: a million times more energy than Earth could possibly produce,
• 20:23
  Speaker 2: you must go into space. It's and so this is
• 20:30
  Speaker 2: where it's kind of handy to have a space company,
• 20:32
  Speaker 2: I guess.
• 20:35
  Speaker 3: Sell the books to cool chips in space too. Yes,
• 20:38
  Speaker 3: easier to cool chips in space.
• 20:40
  Speaker 2: Yes, there's definitely no water in space, so you're gonna
• 20:42
  Speaker 2: have to do something that doesn't involve water. Well, it's good,
• 20:46
  Speaker 2: just got to radiate, that's right. So my estimate is
• 20:52
  Speaker 2: that actually that that that the cost of electricity, like
• 20:58
  Speaker 2: like the cost effectiveness of AI in space will be
• 21:03
  Speaker 2: overwhelmingly better than AI on the ground. So for long
• 21:06
  Speaker 2: before you exhaust potential energy sources on Earth, long long before,
• 21:11
  Speaker 2: meaning like I think even peraps in the four or
• 21:15
  Speaker 2: five year time frame, the lowest cost way to do
• 21:19
  Speaker 2: AI compute will be with solar powered AI satellites. So
• 21:26
  Speaker 2: I'd say not more than five years from now.
• 21:28
  Speaker 3: Wow, And just look at the supercomputers we're building together.
• 21:33
  Speaker 3: Let's say each one of the racks is two tons.
• 21:35
  Speaker 3: Out of that two tons, one point nine to five
• 21:38
  Speaker 3: of it is probably for cooling, right, Just imagine how
• 21:42
  Speaker 3: tiny that little supercomputer is, right, each one of these
• 21:44
  Speaker 3: GB three hundred racks and just be a little tiny thing.
• 21:47
  Speaker 2: And just electricity generation is already becoming a challenge. So
• 21:52
  Speaker 2: if you start doing any kind of scaling for both
• 21:55
  Speaker 2: electricity generation and cooling. You realize, Okay, space incredibly compelling.
• 22:02
  Speaker 2: So like let's say you wanted to do you know,
• 22:07
  Speaker 2: two or three hundred gigawatts per year of AI compute.
• 22:14
  Speaker 2: It's very difficult to do that on Earth. So the
• 22:18
  Speaker 2: US average electricity usage last time I checked it was
• 22:21
  Speaker 2: around four hundred and sixty gigawatts per year average usage.
• 22:26
  Speaker 2: So so something like say, you know, three three hundred,
• 22:31
  Speaker 2: If you're doing three hundred giga, what's a year, that
• 22:32
  Speaker 2: would be like two thirds of US electricity production per year.
• 22:37
  Speaker 2: There's no way you're building power plants at that level.
• 22:40
  Speaker 2: And then if you take it up to say a
• 22:41
  Speaker 2: taro wat per year, impossible, Like you have to do
• 22:45
  Speaker 2: that in space. There there just is. There just is
• 22:48
  Speaker 2: no way to do a tarowa per year on Earth.
• 22:53
  Speaker 2: And in space you've you've got continuous solar you've got
• 23:00
  Speaker 2: you don't you actually don't need batteries because it's always
• 23:02
  Speaker 2: sunny in space, right exactly, And and the solar panels
• 23:07
  Speaker 2: actually become cheaper because you don't need glass or framing,
• 23:11
  Speaker 2: and the cooling is just RADIATI So that's that's why
• 23:14
  Speaker 2: I think.
• 23:15
  Speaker 3: That's the dream.
• 23:16
  Speaker 2: Yes, that's the dream.
• 23:18
  Speaker 1: So Jensen, everybody last night was asking me, and I'm
• 23:21
  Speaker 1: mindful it's Earning's call for you today. So I'm gonna
• 23:25
  Speaker 1: say this delicately. Everybody has been asking me to ask you.
• 23:29
  Speaker 1: Are we going to have an AI bubble?
• 23:32
  Speaker 3: That's the last question.
• 23:33
  Speaker 1: All right, let's not.
• 23:36
  Speaker 3: All right, let me see well, let me just tell
• 23:37
  Speaker 3: you what we see. Okay. So I think it's really
• 23:40
  Speaker 3: important when you look at what's happening around the world
• 23:43
  Speaker 3: and go back to the first principles of what's happening in
• 23:45
  Speaker 3: computer science and computing. There are three things that's happening.
• 23:49
  Speaker 3: The first thing is that we all know that Moore's
• 23:52
  Speaker 3: laws run its course, and the ability the the amount
• 23:54
  Speaker 3: of demand for computing versus the amount of computation we
• 23:57
  Speaker 3: can get out of general purpose computing has really chanting, lenging,
• 24:00
  Speaker 3: and so the world's been moving to accelerated computing for
• 24:03
  Speaker 3: some time. We've been pushing this now for some over
• 24:05
  Speaker 3: twenty years. Let me give you one statistic. I was
• 24:08
  Speaker 3: just as supercomputing six years ago. CPUs were ninety percent
• 24:16
  Speaker 3: of the world supercomputers top five hundred supercomputers.
• 24:19
  Speaker 1: Six years ago.
• 24:20
  Speaker 3: This year, less than fifteen percent went from ninety percent
• 24:24
  Speaker 3: to ten percent, and meanwhile accelerated computing went from the
• 24:28
  Speaker 3: other way ten percent to now ninety percent. Okay, so
• 24:31
  Speaker 3: you're seeing that inflection point, the transition in high performance
• 24:35
  Speaker 3: computing from general purpose of computing to accelerated computer. Well,
• 24:38
  Speaker 3: of the one of the most data intensive, one of
• 24:41
  Speaker 3: the most intensive computation things that the world does in
• 24:43
  Speaker 3: cloud is data processing. Several hundred billion dollars of computation
• 24:48
  Speaker 3: is done on just raw data. Process has nothing to
• 24:51
  Speaker 3: do with AI, just CQL processing data frames. You know
• 24:54
  Speaker 3: everybody's names, address, their sex, their their age, where they live,
• 24:59
  Speaker 3: you know how much money they make. All of that
• 25:01
  Speaker 3: sits into a data frame, and that data frame drives
• 25:03
  Speaker 3: the world today, whether it's in banking, or whether it's
• 25:06
  Speaker 3: in credit cards or of course e commerce and everything
• 25:10
  Speaker 3: from ad recommendation and everything is driven off of that
• 25:13
  Speaker 3: data frame. That data frame costs hundreds of billions of
• 25:16
  Speaker 3: dollars to go compute. And so that's the number one
• 25:18
  Speaker 3: thing end of More's laws. The second thing is generative AI.
• 25:23
  Speaker 3: The most important application of the last fifteen years is
• 25:28
  Speaker 3: called rexis recommended systems. How do we know what information
• 25:32
  Speaker 3: to recommend to us in a social feed. How do
• 25:35
  Speaker 3: you know what ad to recommend to somebody, what book
• 25:38
  Speaker 3: to recommend, what movie to recommend? The world is the
• 25:41
  Speaker 3: Internet is so gigantic without a recommender system that a
• 25:44
  Speaker 3: little tiny flo of us will have no chance. I've
• 25:46
  Speaker 3: ever seen the right information that rexis is the engine
• 25:50
  Speaker 3: of the Internet today. That's going generative AI. It used
• 25:54
  Speaker 3: to be running on CPUs, now it runs on GPS,
• 25:56
  Speaker 3: which then says the third thing when if you just
• 25:59
  Speaker 3: look at those two applications, many of the Internet companies
• 26:04
  Speaker 3: can build an enormous number of GPUs supercomputers. Just doing that,
• 26:09
  Speaker 3: of course, then it creates this the third opportunity on
• 26:12
  Speaker 3: top of it, which is agentic AI. This is GROCK
• 26:14
  Speaker 3: and this is open AI, this is anthropic you know,
• 26:17
  Speaker 3: this is Gemini. Agentic AI sits on top of that.
• 26:20
  Speaker 3: But don't you know, don't forget to think about what
• 26:23
  Speaker 3: is happening above underneath what everybody sees as AI today,
• 26:29
  Speaker 3: there's a whole movement of computing from Jenner purpose computing
• 26:32
  Speaker 3: to accelerated computing, and that if you just if you
• 26:35
  Speaker 3: take that into consideration, you'll come to the conclusion that
• 26:39
  Speaker 3: in fact, what is left over to fuel that revolutionary
• 26:43
  Speaker 3: agentic AI is not only substantially less than your thought
• 26:47
  Speaker 3: and all of it justified.
• 26:50
  Speaker 1: Well, I was just informed by the team that my
• 26:53
  Speaker 1: boss and your bosses is going to talk next the
• 26:56
  Speaker 1: Honorable President and his Royal Highness the Common Prince and him.
• 27:00
  Speaker 1: We ran out of time. But in essence, this is
• 27:05
  Speaker 1: our such so much love for you Elon and Jensen.
• 27:10
  Speaker 1: But this, in essence is a ninety two alliance that
• 27:15
  Speaker 1: shifted from energy to digital to the intelligence age, powered
• 27:20
  Speaker 1: by pioneers such as Elon and Jensen to serve humanity
• 27:24
  Speaker 1: and create on a net new basis, new economies, new jobs,
• 27:28
  Speaker 1: and a better future for humanity, powered by the Kingdom
• 27:31
  Speaker 1: of Arabia and the United States. Thank you for our
• 27:34
  Speaker 1: lifetime partnership and friendship. Thank you Elon, Thank you Jensen.