Megapod is the modular AI data center kit that Elon Musk's Tesla wants to sell — but there's a tiny problem (actually, three)
THE SO WHAT
Tesla eyeing modular AI data center kits is another data point that AI compute is becoming a productized physical asset class, not just a cloud SKU. For operators, the question isn’t whether Megapod wins—it’s whether your AI roadmap assumes hyperscaler exclusivity while OEMs and infra players quietly build alternative capex paths.
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