Elon Musk and Jeff Bezos are racing to enclose Earth in an orbital computer factory

In Memphis, Tennessee, where Elon Musk’s xAI initiative spun up a “compute factory” of some 32,000 GPUs, the local grid could not sustain the demand. The solution was characteristic of the era: 14 mobile gas turbine generators, parked in a row, burning fossil fuel to feed the machine. It was a scene of brute industrial force, a reminder that the “cloud,” for all its ethereal branding, is a heavy, hot, loud thing. It requires acres of land for the servers, rivers of water for cooling, and enough electricity to power a small nation.

The appetite of AI is proving insatiable. To reach the next plateau of synthetic cognition, we must triple our electrical output and are constrained by our capacity to do so. And so, with the inevitability of water seeking a lower level, the gaze of Silico