Paradis said in a post on X that Elon Musk, speaking in an interview, ruled out the idea of slowing frontier AI development and instead proposed a cross-laboratory testing mechanism. According to Paradis, the added layers of testing, evaluation, and defensive agents would all raise demand for computing power. Gwynne separately said demand for compute leasing has not declined.
Musk also said all equipment for the Giga Texas R&D wafer fab has already been ordered, with practical results expected by the end of next year. He added that SPCX has already started packaging work. Paradis said the comments suggest CoWoS capacity could remain tight through 2027. The remarks point to sustained pressure on advanced packaging and compute infrastructure rather than any pullback in leading-edge AI development.
Odaily reported that Paradis said in a post on X that Elon Musk, in an interview, ruled out slowing frontier AI development and proposed a cross-lab testing mechanism.
Paradis said testing, evaluation, and defensive agents tied to that framework would all increase demand for compute. Gwynne also said demand for compute leasing has not fallen.
Musk also said all equipment for the Giga Texas R&D wafer fab has been ordered, and practical results are expected by the end of next year. He added that SPCX has already begun packaging.
Paradis said this suggests CoWoS capacity may remain tight through 2027.
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