Elon Musk: SpaceX and Tesla are two of the most hardware-capable companies on the planet

Comparing news, Elon Musk said on the SpaceX earnings call this morning: “SpaceX and Tesla (Tesla) are the two companies with the strongest hardware capabilities on the planet. We're applying a small amount of expertise for rockets and satellites to expanding terrestrial data centers. We've found that applying even the tiny lessons we've learned in building extremely difficult rockets to data centers can have huge benefits.”

Elon Musk also said, “We anticipate that future data centers will far exceed actual demand in terms of power supply and cooling capacity. Additionally, according to our communication with Nvidia, we expect to receive a significant portion of its GPU production capacity next year.”