Peakingtech

Elon Musk told SpaceX employees the company will go from roughly 1.4 gigawatts of AI compute to 10 gigawatts by the end of 2027. I don't read that as a vision statement. I read it as a bill of materials with no lead times on it. On August 11, SpaceX released a thirty-minute all-hands video. In it, Elon Musk said AI revenue would exceed all other SpaceX revenue as soon as September, that AI would represent 99% of the company's value within five years, and that compute capacity would go from about 1.4 GW today, past 2 GW by the end of this year, to roughly 10 GW by the end of 2027. At $30 to $50 per watt per year, he put that at $300 to $500 billion in annual revenue. Most of the commentary that followed argued about the revenue number. Almost none of it argued about the watts. That's the wrong way round, and I say that as someone whose entire job is the boring half of this equation. I run a contract manufacturer. People send me designs and I turn them into shipped u...

  In July 2026, China’s new energy vehicle retail penetration hit a record 65.1%. That number is not a celebration of explosive growth. It is the sound of the internal combustion engine market collapsing underneath it. Fuel-powered passenger cars fell more than 40% year-on-year in the same month. Overall passenger vehicle retail dropped around 21%. New energy vehicle absolute sales themselves were still down roughly 12% for the first seven months of the year. The penetration rate rose because the old world is disappearing faster than the new one is expanding. This is the moment many people still refuse to see clearly: China has already crossed the point of no return on electric vehicles. The only remaining question is whether the bet pays off at a historic scale. The sunk costs have become a prison — and a fortress By mid-2026 the numbers that matter are no longer just monthly sales. They are the irreversible investments already made: A charging and battery-swapping network t...

 Elon Musk has been promising it for two years now: a brain implant that lets people who have never seen anything, see. Even if you are totally blind, even if you have no eyes at all, Neuralink says it can bypass the broken hardware entirely and write images straight into your visual cortex. And it doesn't stop at restoration. Musk has described the first version as looking like early Nintendo graphics — crude, blocky, low-resolution — before saying it may eventually exceed normal human vision. Infrared. Ultraviolet. Radar wavelengths. Geordi La Forge, shipping in a consumer product. It sounds miraculous. It also sounds, to a lot of neuroscientists, ethicists, and regulators, like a story that has run considerably ahead of the evidence. Here is the thing worth arguing about. The real controversy is not whether Neuralink can help some blind people detect light and shapes — it probably can, eventually, to some degree. The controversy is that the science, the ethics, and the t...