Elon Musk on Terafab:
"It's worth noting that there's not a single high volume computer memory fab in America right now, zero. There's one being built by Micron, but that will not reach volume production until I believe 2028 and there's something built in New York, but they are in, I think, 2029 and 2030, and this is a tiny fraction of the memory that's needed, and in fact, even if you take the best case assumptions of the memory makers and the logic makers, it is not enough to meet the demand that is anticipated, which is why you're seeing stocks of like Micron go to, I think, 1.2 trillion, or some quite high number, so there's just clearly a need for AI logic memory and packaging, AI computers, essentially, that is far beyond what even the best case assumptions of the existing fabricators can do, and that's why we need to do the Terafab. It seems essential, otherwise we will not, there will not be enough chips."
Maye Musk on Elon Musk today:
"I'd like to say is, when you were three years old, and I told people I have a genius son, they would roll their eyes. And then when you said you wanted to start with rockets, then I rolled my eyes. We're celebrating today and love you so much." ❤️
Elon Musk on building data centers in Space:
"We don't think this is a particularly difficult thing to do. In fact, we think it's easier than our communication satellites. The Starlink V3 communication satellite is an incredibly complex machine. The AI data center would be much simpler by comparison, because it's really just solar power plus radiator basic equipment for operating satellite, and then the laser links, which would connect to the Starlink communications constellation and then back to the ground the connection would happen no matter what the weather is because once you connect to the Starlink communication constellation the Starlink communicates the ground with frequencies that are cloud penetrating, so that in fact even roof penetrating some degree, so you would always be able to close link with the data centers."
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Kenya-South Africa trade ties are strong and growing, but much still needs to be done and many opportunities and potential remain unlocked.
The agreements we signed today will help us harmonise regulations and standards, foster regional and continental integration, improve infrastructure, and revitalise value chains, among other critical interventions.
South Africa is a financial and manufacturing powerhouse in the Southern Africa region while Kenya is the gateway to East and Central Africa. That complementarity represents massive opportunities for business.
We have also resolved to leverage on regional platforms like the East African Community, Southern African Development Community and the Common Market for Eastern and Southern Africa as well as continental initiatives such as the African Continental Free Trade Area to deliver accelerated economic growth.
Alongside President Cyril Ramaphosa, addressed the Kenya-South Africa Joint Business Forum in Midrand, Johannesburg. Encouraged by the readiness of many companies to expand across borders.