.@ShanuMathew93 explains why Elon Musk is looking to space for AI compute as chip shipments threaten to outpace available power by 15 gigawatts: "@elonmusk sees a consensus shortfall of 15 gigawatts. There's a chance that we bring 15 gigawatts online this entire year. You're talking about a year shortfall in terms of relative to shipments." "There's a reason that he's really talking about orbital compute, and trying to stand up as much capacity both grid tied as well as behind the…