Elon Winning AI Game of Thrones by Adding Gigawatts of Energy This Week

All that matters today for SpaceX and Tesla is the life and death battle to win AI.

Every strategic move is URGENT.

There is no time to wait years for robotaxi.

Tesla and SpaceX must merge ASAP.

There is more money and more gains from AI than anything else.

The prize is thousands of trillions of dollar.

SpaceX will be able to ramp up APR Energy to 2 to 5 GW per year of energy. Commit to more production and supply from GE. About 3-4 GW per year seem very likely and able to grow based on the existing orders for about 2 gigawatts per year.

This goes with 6 GW over three years from contracts with Doosan Energy for twelve 380MW natural gas turbines and small mobile turbines from Caterpillar subsidiary (Solar Turbines JV with SpaceXAI)

APR does not manufacture the core turbines (those come from GE and Mitsubishi). They procure turbines, integrate them into mobile packages and deploy/operate turnkey plants.
Current owned fleet (as of early 2026, post recent expansion) over 1.1 GW total capacity.
This came from ~30 turbines (~850 MW) at the end of 2024, plus 8 additional turbines added in January 2026. At ~30–35 MW per unit, this equates to roughly 35–40+ units in the active http://fleet.aprenergy.com

How many units they can add per year They added 8 turbines (~250+ MW) in one expansion. Historically, they have doubled fleet capacity through deals (, acquiring GE’s power rental business).
Realistic near-term rate under steady operations: several to low double-digit units per quarter (or batches of 4–10+ units for major projects), limited mainly by GE/Mitsubishi turbine supply lead times rather than APR’s own assembly capacity.

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5 thoughts on “Elon Winning AI Game of Thrones by Adding Gigawatts of Energy This Week”

  1. This looks to me as a cult of personality, where Musk is being elevated to position of God and worshiped.

  2. I wonder which of the Targaryen kings our new ruler Musk will be most like?
    This is reminiscent of the Roman Republic, when rich and powerful men such as Crassus, Pompey and Caesar competed for power till one came out on top and the republic ended, and and instead Rome was ruled by an emperor.
    In ten years, or less, us plebs will be completely immersed in an AI generated media ecosystem, such that we will no longer be able to find out what is really going on. In such a case democracy is probably not really a viable system.

    • I make the case Musk will be like Aegon the Conqueror. I made little AI graphic for Elon’s Conquest. The who first takes over Westeros with Dragons. Introduces Dragons which I equate to the fully reusable Starship.

    • Better options being, of course, continuing with public freedoms, return to privacy, and preserving democracy and preventing the rise of neoreactionism and accelerationism. Much better idea. And we could do it all while retaining A.I. development! I’m not saying it wouldn’t be tricky, but it’s better then corporate kings.

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