Musk is correct: about 50B expected in datacenters, representing the mobilization of AI (Musk rather focusing on rockets and vehicles). I factor in the US$44B Musk invested in X/Twitter. https://
markets.businessinsider.com/news/stocks/sa
m-altman-openai-fired-joins-microsoft-stock-price-satya-nadella-2023-11
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Musk’s 50B datacenter investment mobilizes AI infrastructure
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