马斯克公开唱衰核聚变

Core Viewpoint - Elon Musk publicly criticized the feasibility of building small nuclear fusion reactors on Earth, stating that it is economically foolish given that the Sun itself is a massive, free nuclear fusion reactor capable of meeting all energy needs in the solar system [3]. Group 1: Solar Energy Perspective - Musk has previously predicted that solar power will become the most important energy source for human civilization, emphasizing that a solar panel area of just 100 miles by 100 miles could meet the entire electricity demand of the United States [5]. - In Musk's latest vision for space AI, he plans to deploy 100GW of solar-powered AI satellites annually, which would account for about a quarter of the total electricity consumption in the U.S. [6]. - The need for substantial power supply and cooling for growing computational clusters in space will necessitate the construction of large and expensive power plants, as a typical nuclear power plant generates about 1GW of continuous power [6]. Group 2: Space Energy Supply - In space, continuous solar energy can be utilized without the need for batteries, as sunlight is always available, and solar panels can be cheaper due to the absence of glass or frames, with cooling achieved through radiation [6]. - According to CITIC Securities, photovoltaic energy is the only efficient long-term energy supply form for space computing satellites due to the high costs of traditional fossil fuel supply in space [6]. Group 3: Tesla's Solar Business - Tesla's solar business is undergoing a revival, with the company announcing the production of new solar panels at its Buffalo, New York factory, with the first products expected to be delivered in the first quarter of 2026 [6]. - The company had previously seen a significant drop in solar installation volumes, leading to a halt in the public disclosure of related data [6].