FULL: Elon Musk, Jensen Huang, Tom Brown Discuss the AI Revolution & What's Next - 09/29/26 – Transcript

00:03Hey team. >> Oh, gee. >> Are we late? >> >> Guys, good to be here. Go America. >> Go America. >> Team America. .com >> Yes, indeed.

00:16So, America, Wright brothers, first man on the moon, the internet. >> The two of us, Wright brothers. >> I like that. Indeed. We've We've essentially led every major technological revolution.

00:30>> Which has been to the enormous benefit of America, ordinary Americans, where I guess we're now calling the 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.

00:46>> Well, um excuse me, Diet Coke. Sorry. >> [clears throat] >> I So, first of all, artificial super intelligence super intelligence I it is a a complete reinvention of the computing stack. Uh everything from the way the processors, the chips are are designed and the way they operate, to the way software is uh now trained and and developed, to the way that the

01:12applications are able to perform what they're able to do and how they how they perform. Every single layer of the computing stack has been reinvented. Um this way of doing computing, unlike previous ways of retrieving information, this is a generative approach to to a computing and therefore, in order for us to succeed, the first thing we need is energy. Because we need the energies to to uh run the compute the compute run

01:37the algorithms the algorithms um then feed uh the applications. And so, at the at the foundational layer is energy, and uh from that energy we build the land power and shell, and that hosts the infrastructure so on and so forth. And so, the way we win, um of course, uh we are world-class in chip design, we're world-class in algorithm development. Um and uh so one of the things that we need to do

02:02is just be vigilant about enabling power delivery and power generation happen. And President Trump has been 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. Um now, of course, these data centers are coming online so quickly. Um we're we're coming into a lot of neighborhoods and a lot of communities. We have to do a

02:27better job um in partnering with the communities and and um make and bring them along and make them part of the prosperity and the success of this industrial revolution. Um but you know, that's how we win. You know, we got to build the world's best chips. We got to build We have to have lots and lots of energy, uh create incredible algorithms, and then lastly, make sure that America is enthusiastic about the technology so that we diffuse it into all of these various industries from manufacturing to

02:53health care, you know, space uh space exploration, so on and so forth. >> Awesome. Elon, how do we win? How do we keep winning? >> Well, >> [clears throat] >> we need um a lot of power, a lot of uh energy uh generation. So, uh scaling energy I think is is one of the biggest things. You've got to scale energy, you've got to scale chip production.

03:21Um and I I think we're we're winning on software, um on anything intellectual or digital. Um but uh long run in the long run, we need to be able to generate enough power uh to compete with uh I think essentially China is the biggest competitor. And and China has um about three times the electricity production of the United States.

03:45Um and I think we'll figure out how to make chips. So, so the the really the the central challenge, think is long long-term is going to be how do you generate enough power and how do you ensure that uh we have enough uh logic and memory fabrication capacity in the United States or in a safe region?

04:04>> Well, you are >> We need the Wright brothers on the job. >> Yes. Well, turns out the Wright brothers are on the job. Elon, if you bring on 10 gigawatts, which SpaceX has 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. Yeah.

04:24Help you make the turbines. So, can you can you talk about that? >> Yeah, it's I mean just to to to frame this, um 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 in the power used.

04:43Uh And and I think actually will materialize to be approximately 1% increase in GDP. Um because the the intelligence per watt keeps increasing. So, if you just, you know, plot on a curve, um how is how is the useful intelligence per watt increasing?

05:00Um how is the both at the hardware level, adjacents uh GPUs keep getting better in terms of their the their you know, the the com- compute per watt. Um and the uh algorithms also get better in using it in getting more intelligence per watt. So, uh So, I I think that's a maybe an interesting note. I I I I would bet anyone that 1% increase in power usage corresponds to roughly 1% increase in GDP. And and so, 10 10 gigawatts would be a 2% increase

05:29in in GDP. Um with with the Rubins, I think. Um So, >> Well, let's do let's do the simple math. So, each gigawatt um can probably generate about, call it, 40 50 billion dollars of economic output each year.

05:45>> Uh yeah, I mean well, 1% would be Yeah, I mean Yeah. >> 1% in the United States would be >> 300 billion. >> Yeah, 300 billion. And so, 50 1/6. >> Wha- 1% of the of the 1% increase, so 5 gigawatts would be Yeah, well, 5 gigawatts gigawatts would be 300 billion.

06:05Exactly, 60 60 billion gigawatts. Yeah. >> That's right. >> The math maths. >> Yeah. Yeah. >> That's what we're good at. >> Yes. Yes. >> Yeah. So, so that's that's a quite a bit >> Not good at too many other things, but math.

06:20>> Um Yeah, I mean, it's it's going to increase quite dramatically year over year. Uh, so Yeah, I mean Th- Th- Th- Th- From a SpaceX standpoint, we're looking at the long term, how do we access a lot more energy than could be accessed on the ground. And and that's with space. So, uh, orbital compute is going to be a very big deal.

06:44Um In fact, and and Google agrees. They they just actually sent up, uh or either about to or or so- soon or soon about to send up some TPUs. I think there's there was a um an H100 that was put into orbit like last year, I think. >> Mhm.

06:58>> Um so, it it does work in in space. And um And and and SpaceX is aiming together with Tesla to do 200 gigawatts of solar uh production per year.

07:11And if brought to space, that you you get the nameplate or better on on the solar power, whereas if it's on the ground, you're going to get somewhere between a fifth and an eighth of the uh solar power generation, and you need enormous batteries. So, where- whereas it's uh essentially always sunny in space, so uh >> And right now is a great time to do it because the economic returns of these computing systems are so good that the

07:37the launch cost, although it's still quite high, um in terms of the overall economic benefit is quite quite affordable. >> Absolutely. >> the perfect time to do it. >> Putting in video computing in space is the best way to get there. >> Yeah, climbing the curvature of skill with American power and American chips on American rockets. I love it.

07:55>> Yeah. >> So, Jensen, you said something that I thought was important to about how when we bring the energy to all these small towns, we're re-industrializing America. We're revitalizing small towns. We're modernizing the grid. These are things that essentially every American politician has wanted for the last 35 years.

08:17What would you say? What what what are some specifics you can give about how data centers are good for ordinary Americans and the communities and how they're getting better for those communities. >> Yeah, we used to call them data centers. We call them data centers because that's where we hold data. But, the things that we're building now, these are really SI factories, super intelligence factories.

08:39And the reason why it's a factory is because you're producing something of economic value. You're just not storing it. And so so uh these SI factories um are real factories. It's like a you know, big giant power generator and a real factory. It's got a lot of computing and then networking in there, power generation, cooling systems. It's complicated things. And so, we're building out, you know, just as the internet today allows you to find anything anywhere, in the future with

09:06these AI excuse me, SI infrastructure, SI factories, you'll be able to know anything and do anything from anywhere. And so, uh now, we're building this infrastructure out and call it across all of the United States, somewhere between 10 20 gigawatts a year, let's just just estimate. That creates just you know, probably about a million jobs in in building out these data centers. Don't forget you've got to build the power generation plants, you've got to build

09:34the data centers, you've got construction, you've got you know, power cooling, you've got, you know, pipe fitters. And so, this is the first time in probably, as you mentioned, 35, I was going to say 50 years. First time in 50 years, we are re-industrializing the United States, creating a whole bunch of blue-collar jobs. And um I And I think we want we want an econ we want an economy that has a shape that includes white-collar jobs and

10:00blue-collar jobs, not just white-collar jobs. And so, so I think that this is our great chance of reshaping our economy and bringing that type of builders and craft uh back into the United States. >> Absolutely.

10:14And it I mean, it feels like what uh what what Colossus and MacroHard and MacroHarder have done have been amazing. The communities around them, the jobs they've created. How do you How do you think about that? >> Uh yeah, the I mean, the economic impact is a positive economic impact has been tremendous.