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Elon Musk
Founder, CEO, Chief Technology Officer & Board Chair, Space Exploration Technologies Corp. (SpaceX)

Elon Musk's Technical SpaceX Update: Manufacture, Launch, and Operate AI satellites at scale

📅 Jun 08, 2026 Ellie in Space 20 MIN 45 SEGMENTS · 3 SPEAKERS
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What Elon Musk said

Written from the verified transcript and checked against it. Every figure links to the moment it was said.

Elon Musk, in an interview at the Starlink factory in Bastrop, Texas, described SpaceX's plans for AI satellites, which he said are simpler than Starlink satellites because they lack complex antennas. He detailed a version one design with 150 kW peak power and 120 kW sustained power, using solar arrays at 250 W per square meter and radiators at 1,400 W per square meter, with about a terabit of laser link connectivity. He noted the satellites would orbit at 600-800 kilometers, about 3 milliseconds away. Musk said the AI satellite production and solar manufacturing facilities would operate at reasonable volume by the end of next year. He mentioned a reference design for Nvidia Rubin or GB300 chips and TPUs, and discussed the Terrafab, a 100 million square foot chip factory. He projected scaling space AI compute to a gigawatt per year by end of next year, then 10 gigawatts in 2.5 years, 100 gigawatts in 3.5 years, and eventually a terawatt per year, which he said is twice U.S. electricity consumption. He also floated a moon mass driver for future expansion.

Key takeaways

  1. SpaceX aims to reach an annualized rate of 1 gigawatt of space AI compute by end of next year, scaling by 10x per year to 10 GW in 2.5 years and 100 GW in 3.5 years.
  2. The AI satellite version one is designed for 150 kW peak power and 120 kW sustained power, with solar arrays at 250 W/m2 and radiators at 1,400 W/m2.
  3. The Terrafab chip factory will be about 100 million square feet, 10 times the size of Tesla Gigafactory Texas.
  4. AI satellites will have about a terabit of laser link connectivity and orbit at 600-800 km, about 3 milliseconds away.
  5. SpaceX expects to have AI satellite production and solar manufacturing operating at reasonable volume by the end of next year.

Numbers and commitments

FigureWhat it refers toTypeAt
150 kW Peak power of the AI satellite version one metric 3:10
120 kW Sustained power of the AI satellite metric 3:10
250 W per square meter Assumed solar array power density metric 3:10
1,400 W per square meter Assumed radiator power density metric 3:10
1 terabit Laser link connectivity from the AI satellite metric 5:06
600 to 800 kilometers Orbital altitude of AI satellites metric 5:06
3 milliseconds Latency from satellite to Earth metric 5:06
70 meter wingspan Wingspan of the AI satellite metric 7:31
100 million square feet Size of the Terrafab chip factory metric 11:28
1 terawatt per year Target annual AI compute output, twice U.S. electricity consumption guidance 12:53

Chapters

  1. 0:00AI satellite design and power
  2. 2:13Comparison to Starlink satellites
  3. 3:10Power and radiator specifications
  4. 5:06Laser links and latency
  5. 7:31Satellite size and constellation scale
  6. 9:09Production plans in Bastrop
  7. 9:57Starlink terminals and direct-to-cell
  8. 10:32Chip reference designs and Terrafab
  9. 12:53Scaling to terawatt and beyond
  10. 14:26Moon mass driver vision

Questions asked in this interview

4
  1. 8:44But we're about to kind of put this building to shame, aren't we?
  2. 9:39In fact, we're turning on new production lines for new units, right?
  3. 11:49And what, aside from just, you know, what I'm going to need Starship point-to-point to get from one end to the other, aside from just the size, what's going to make this unique different from any other chip-building operation on the planet?
  4. 14:01So, after we've, you know, worked out all the limiting factors, we've kind of topped out what we can do on Earth, what is the next step to again, try and actually notch maybe some percentage points towards becoming Kardashev level two?
Narrator 0:00 ↗
I finally have some pretty interesting space news to share with you. SpaceX just dropped days away from their IPO this Friday. Elon Musk sat down and did an interview with employees in Bastrop, Texas, which is not far from Austin in the Starlink factory that I in fact started covering their development back in 2022. But quite frankly, the first 10 minutes of this interview are, you know, Elon saying things that I've heard him say many times before. So, I want to get to the newer information. If you want to hear him talk about a Kardashev level civilization, or how Starship is the holy grail for reusable rockets, you can listen to the whole thing. But this is the part that I found most interesting.
Interviewer 0:52 ↗
People probably struggle to visualize a little bit when you say like data center in space. Like we're not going to slap engines on a building and fly it up there. These actually look pretty different. So, kind of walk through how you take something that's in a giant building on the ground and turn it into something that's functional in space.
Elon Musk 1:12 ↗
Yeah, I think it's pretty interesting. A lot of people don't actually know what the inside of a data center even looks like, right? And it's some mythical place where the internet's in the cloud or something.
Interviewer 1:22 ↗
Yeah, some people envision wire, some people envision boxes, but it actually comes down to a set number of chips. The things that we need to launch into space are actually quite small when we look at it. The more challenging part is figuring out how to get the power for it. And that's where a lot of what we've worked on for existing Starlink technology, the solar arrays, we want to utilize that expertise to be able to build a satellite that can actually launch the critical components of the data center into itself. We like to look at this and say what is the actual engineering problem here, and it's really a combination of delivering power and then taking the waste heat and energy away and sending it into the vacuum of space as you mentioned.
Elon Musk 2:13 ↗
Yeah. Now, the AI satellite is actually much simpler than a Starlink satellite. Because a Starlink satellite has gigantic phased array antennas, parabolic antennas, and a lot of laser links. It's much more complicated than an AI satellite. An AI satellite is essentially a lot of solar cells, a radiator, and you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. So, given the two, the easier one to design for is the AI satellite.
Interviewer 2:59 ↗
Yeah. It's just a little bit bigger.
Elon Musk 3:01 ↗
It's bigger.
Interviewer 3:02 ↗
Just make stuff bigger, yeah. So we've got this is our AI one. If you guys want to walk us through.
Elon Musk 3:10 ↗
Yeah, so the first thing that we're really looking at here is you first got to make something compelling, right. And we thought that the right place to start is around the 150 kW peak power level. But as we look at the workloads with our experience with xAI, we get to actually see that we can also support about 120 kW of average compute. There's a difference. What we're showing here is kind of a draft version of the version one of the SpaceX AI satellite. The AI one, I guess you could call it. And it seems like a reasonable place to start is 150 kW peak power, 120 kW sustained power. And to give you a sense of what does that actually look like in terms of the size of the radiators, size of the solar panels. The assumptions here are 250 W per square meter for the solar array. And about 1,400 W per square meter for the radiators. So, the radiators, these are double-sided radiators radiating both sides. They're oriented knife edge to the sun. And 1,400 W per square meter is a very achievable goal. Over time we think we can probably do above 250 W per square meter and above 1,400 W per square meter for the solar panels and radiators respectively. But this gives you a sense of what the satellite's going to look like. It's a lot of solar panels, radiator, and then everything else is pretty small by comparison.
Interviewer 4:43 ↗
And these are like evolutions of things that we have actually already launched in our Starlink constellation to date.
Elon Musk 4:50 ↗
Yeah.
Interviewer 4:51 ↗
That's really I think the cool part to me is that we're looking at solar technology that we already are going to use on the V3 Starlink vehicle. So, I'm really excited to then just take those and make it bigger.
Elon Musk 5:06 ↗
Yeah. Part of what we want to convey here is that there's not some magic that's necessary that doesn't exist for the AI satellites. As Ian said, a lot of this is technology we've already made for the Starlink V3 satellites. So, we basically don't think this is a super hard problem compared to things we already do. There would also be probably something on the order of a terabit of laser link connectivity from the satellite. The 150 kW peak power level roughly matches what an Nvidia GB300 rack would do. So if you've got a GB300 with 72 GPUs, its peak power I think is around 140 kilowatts. But it's almost impossible to get it to be at that peak power. A more reasonable operating envelope would be around 120 kilowatts average power. But it can peak up to 150. So it's basically think of it as a rack of compute in space. And then you can connect these racks of compute to either each other by the laser links or directly to the Starlink constellation. So you can close the link with the Starlink constellation and then Starlink can then send that data to the ground using the existing KA and KU antennas on the vehicle. It also has laser to laser links to the ground as well. And this would not be at a particularly high latency. We're talking about maybe being around 600 to 800 kilometers above the Earth. And light travels 300 kilometers per millisecond. So it's about 3 milliseconds away basically. It's not very far.
Interviewer 7:08 ↗
Don't worry about that too much then.
Elon Musk 7:09 ↗
It's not. Sometimes people worry that this is going to be some high latency. I'm like, yeah, speed of light moves pretty fast.
Interviewer 7:16 ↗
Pretty fast. It's all one.
Elon Musk 7:18 ↗
Yeah.
Interviewer 7:19 ↗
Yeah. I think the cool thing also is the radiators themselves are about the same size as the existing solar arrays for the V3 vehicle. Kind of in that realm where we're flying today.
Elon Musk 7:31 ↗
Yeah. So I mean they got about a 70 meter wingspan. So these are fairly large. And we're talking about building a lot of them and putting them up there. But space is in the name, there's a lot of space up there. And so even when you're talking thousands or even up to a million satellites, you got plenty of room to move around up there.
Interviewer 7:54 ↗
Yeah, space is really big. So it's not like space is going to get crowded. Space is enormous. Like if you zoom in close the satellite looks big. But if you actually look at it relative to the earth the satellites are so tiny you can't even see them. So they're very very tiny compared to earth.
Elon Musk 8:17 ↗
And I mean we have about 10,000 Starlinks in orbit right now. We've got a pretty good idea of how to operate just really large constellations and do it safely now, right? We are the only operator that has any experience at that scale. It's a great thing that we have this background so we know how tightly we can pack the satellites and fly them safely. That's our number one goal when we look at the constellation.
Interviewer 8:44 ↗
We're going to be building a lot of satellites and we're going to be building them here in Bastrop, right? So we've got this which... So we're in that building kind of in the middle which... This is my first time here. The building is massive. Like you come around the corner you see it through the trees and you're like oh wow. But we're about to kind of put this building to shame, aren't we?

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APA, MLA, BibTeX
APA

Musk, E. (2026, June 8). Elon Musk's Technical SpaceX Update: Manufacture, Launch, and Operate AI satellites at scale [Interview transcript]. Ellie in Space. CEOInterviews.AI. https://ceointerviews.ai/interview/971241/

MLA

Elon Musk. "Elon Musk's Technical SpaceX Update: Manufacture, Launch, and Operate AI satellites at scale." Ellie in Space, 8 Jun. 2026. Transcript, CEOInterviews.AI, https://ceointerviews.ai/interview/971241/.

BibTeX
@misc{musk2026_971241,
  author       = {Elon Musk},
  title        = {Elon Musk's Technical SpaceX Update: Manufacture, Launch, and Operate AI satellites at scale},
  howpublished = {Interview transcript, Ellie in Space. CEOInterviews.AI},
  year         = {2026},
  month        = {jun},
  url          = {https://ceointerviews.ai/interview/971241/},
  note         = {Speaker-attributed transcript with timestamps}
}