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🇺🇸 AI is racing toward a wall no algorithm can break through. Global advanced chip production currently covers only 2–3% of what’s needed for Optimus-scale robotics and radiation-hardened orbital computing. Software can keep sprinting, but without a massive leap in manufacturing, logic, memory, and packaging under one roof, the...

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Mario Nawfal

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45,782 просмотров • 2 месяцев назад •via X (Twitter)

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Elon Musk explains the biggest reason why Tesla and SpaceX is building a TerraFab: “What’s the limiting factor? We see the limiting factor as being able to make chips - both logic, memory and packaging” Today, the U.S. has zero high-volume computer memory fabs in production. New facilities are coming, but they won't reach meaningful scale until 2028–2030......far behind the pace AI demand is growing Without enough semiconductors, AI and robotics eventually hit a physical wall TerraFab is designed to attack that bottleneck directly...bringing logic, memory and advanced packaging under one roof
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Elon Musk explains the biggest reason why Tesla and SpaceX is building a TerraFab: “What’s the limiting factor? We see the limiting factor as being able to make chips - both logic, memory and packaging” Today, the U.S. has zero high-volume computer memory fabs in production. New facilities are coming, but they won't reach meaningful scale until 2028–2030......far behind the pace AI demand is growing Without enough semiconductors, AI and robotics eventually hit a physical wall TerraFab is designed to attack that bottleneck directly...bringing logic, memory and advanced packaging under one roof

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14,529 просмотров • 2 месяцев назад

Elon Musk said Tesla will soon reveal the location and full plans for Terafab and the announcement will get its own dedicated spotlight: “Terafab is going to be an amazing initiative and a necessary one Without it, we will be constrained in our ability to scale Optimus production because we simply will not have enough AI chips We have to solve memory, logic and packaging in order to scale Optimus” Tesla has already placed equipment orders for a development fab in Austin that will bring: • Lithography mask production • Logic chips • Memory • Advanced packaging • Chip testing All under one roof This would allow Tesla to design a new AI chip, manufacture it, package it, test it and quickly iterate on the next version from the same facility A building like this does not exist anywhere else on Earth Terafab is not just another factory It is going to become the chip-development engine Tesla needs to scale Optimus and pursue high-risk, high-reward AI hardware breakthroughs at unprecedented speed
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Elon Musk said Tesla will soon reveal the location and full plans for Terafab and the announcement will get its own dedicated spotlight: “Terafab is going to be an amazing initiative and a necessary one Without it, we will be constrained in our ability to scale Optimus production because we simply will not have enough AI chips We have to solve memory, logic and packaging in order to scale Optimus” Tesla has already placed equipment orders for a development fab in Austin that will bring: • Lithography mask production • Logic chips • Memory • Advanced packaging • Chip testing All under one roof This would allow Tesla to design a new AI chip, manufacture it, package it, test it and quickly iterate on the next version from the same facility A building like this does not exist anywhere else on Earth Terafab is not just another factory It is going to become the chip-development engine Tesla needs to scale Optimus and pursue high-risk, high-reward AI hardware breakthroughs at unprecedented speed

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18,749 просмотров • 2 месяцев назад

Optimus has the potential to become one of the most important products ever created. Once humanoid robots can perform a wide range of useful tasks at scale, the impact on manufacturing and the global workforce could be enormous. Tesla’s focus is now clear: scale Optimus production as fast as possible.
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Optimus has the potential to become one of the most important products ever created. Once humanoid robots can perform a wide range of useful tasks at scale, the impact on manufacturing and the global workforce could be enormous. Tesla’s focus is now clear: scale Optimus production as fast as possible.

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Axis is officially LIVE on Base. 🔵 Axis is scaling Physical AI for the real world, contributed by everyone. You can control robots in a virtual world, generate training data at scale, and help build the brain behind tomorrow's robots. All from browser. No hardware needed. Start building robotics intelligence today:
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Axis is officially LIVE on Base. 🔵 Axis is scaling Physical AI for the real world, contributed by everyone. You can control robots in a virtual world, generate training data at scale, and help build the brain behind tomorrow's robots. All from browser. No hardware needed. Start building robotics intelligence today:

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476,843 просмотров • 6 месяцев назад

Advanced Technology Chip Fab (ATFC) update from this week’s flight. A large section of the ground slab is being poured today over the yellow moisture barrier. Rebar is in place for more pours, the new tall crane is assembled and working the slab, and the last reinforced footings on the south end are still going in. This is the joint Tesla / SpaceX ATCF on the east side of Giga Texas and it is a ~490,000 sq ft research fab. Heavily vibration-isolated foundation (GeoPiers, pedestal piers, massive footings) because chip lithography can’t tolerate movement. It’s the prototype: logic, memory, packaging, and test under one roof so they can make a chip, test it, revise the mask, and repeat without shipping wafers. This is also the precursor to the much larger Terafab in Grimes County. Chips here are meant for Optimus, Cybercab, future Tesla vehicles, and SpaceX Starmind / orbital compute. Foundation work is moving fast.
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Advanced Technology Chip Fab (ATFC) update from this week’s flight. A large section of the ground slab is being poured today over the yellow moisture barrier. Rebar is in place for more pours, the new tall crane is assembled and working the slab, and the last reinforced footings on the south end are still going in. This is the joint Tesla / SpaceX ATCF on the east side of Giga Texas and it is a ~490,000 sq ft research fab. Heavily vibration-isolated foundation (GeoPiers, pedestal piers, massive footings) because chip lithography can’t tolerate movement. It’s the prototype: logic, memory, packaging, and test under one roof so they can make a chip, test it, revise the mask, and repeat without shipping wafers. This is also the precursor to the much larger Terafab in Grimes County. Chips here are meant for Optimus, Cybercab, future Tesla vehicles, and SpaceX Starmind / orbital compute. Foundation work is moving fast.

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Elon Musk says Optimus is the infinite money glitch. Not because robots are valuable. Because robots can make more robots. Musk explained that humanoid robots improve through three exponential trends multiplied together: digital intelligence, AI chip capability, and electromechanical dexterity. But the real unlock is that the robot can start making the robots. "So you have a recursive multiplicative exponential," he said. "This is a supernova." Musk's thesis is that once you have a physical robot capable of manufacturing, the production curve stops being linear and becomes self-replicating. Every robot built accelerates the building of the next one. The implication is that the companies that control physical manufacturing will control AI's future, not the ones with the best models. The bottleneck is not intelligence. It is atoms.
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Elon Musk says Optimus is the infinite money glitch. Not because robots are valuable. Because robots can make more robots. Musk explained that humanoid robots improve through three exponential trends multiplied together: digital intelligence, AI chip capability, and electromechanical dexterity. But the real unlock is that the robot can start making the robots. "So you have a recursive multiplicative exponential," he said. "This is a supernova." Musk's thesis is that once you have a physical robot capable of manufacturing, the production curve stops being linear and becomes self-replicating. Every robot built accelerates the building of the next one. The implication is that the companies that control physical manufacturing will control AI's future, not the ones with the best models. The bottleneck is not intelligence. It is atoms.

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Terafab is starting to sound like a lot more than just a chip factory! Tesla and SpaceX are reportedly putting $16.8B into phase one, with plans to handle everything from chip design and fabrication to memory, packaging and testing. The idea is basically to bring pieces of what TSMC, Micron and NVIDIA do under one roof. And the chips could eventually power everything from Tesla cars and Optimus to SpaceX data centers and AI compute in space. $TSLA $SPCX
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Terafab is starting to sound like a lot more than just a chip factory! Tesla and SpaceX are reportedly putting $16.8B into phase one, with plans to handle everything from chip design and fabrication to memory, packaging and testing. The idea is basically to bring pieces of what TSMC, Micron and NVIDIA do under one roof. And the chips could eventually power everything from Tesla cars and Optimus to SpaceX data centers and AI compute in space. $TSLA $SPCX

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Elon Musk says there isn’t a single high-volume computer memory fab operating in America today. “There’s one being built in Idaho by Micron, but it won’t reach volume production until around 2028.” “There are some being built in New York, but they’re expected in 2029 and 2030.” “Even under the best case assumptions of the memory makers and logic makers, it is not enough to meet the demand that is anticipated.” This is exactly why I believe the market is still underestimating the AI memory supercycle. As AI models become larger and AI agents and humanoid robots scale, memory won’t just be important, it will become one of the biggest bottlenecks.
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Elon Musk says there isn’t a single high-volume computer memory fab operating in America today. “There’s one being built in Idaho by Micron, but it won’t reach volume production until around 2028.” “There are some being built in New York, but they’re expected in 2029 and 2030.” “Even under the best case assumptions of the memory makers and logic makers, it is not enough to meet the demand that is anticipated.” This is exactly why I believe the market is still underestimating the AI memory supercycle. As AI models become larger and AI agents and humanoid robots scale, memory won’t just be important, it will become one of the biggest bottlenecks.

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Elon Musk explains how we can achieve abundance for all with AI and robotics “With AI and robotics, this is the path to abundance for all If you want to solve global poverty or give everyone a very high standard of living, the only way to do that is AI and robotics" if AI and robotics can handle the production of goods and services at near-zero cost, we could effectively eliminate poverty Elon Musk is going to lead humanity into an age of Amazing Abundance
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Elon Musk explains how we can achieve abundance for all with AI and robotics “With AI and robotics, this is the path to abundance for all If you want to solve global poverty or give everyone a very high standard of living, the only way to do that is AI and robotics" if AI and robotics can handle the production of goods and services at near-zero cost, we could effectively eliminate poverty Elon Musk is going to lead humanity into an age of Amazing Abundance

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Does anyone realize that if SpaceX pulls this off, Terafab would become the largest building ever constructed by floor area? More than 100 million square feet of manufacturing space, over 5x the floor area of the current largest building on Earth. I wanted to wait before reporting because news was coming out quite rapidly after the until announcement. SpaceX and Tesla are planning to invest roughly $16.8 billion in the initial buildout in Grimes County, Texas. It will manufacture, package and test advanced logic and memory chips under one roof because their combined demand is expected to exceed 1 terawatt of compute, more than the current global supply. The buildout is already so massive that ASML, (the only supplier of the most advanced EUV lithography machines) is factoring Terafab demand into its own 2027 and 2028 capacity plans. Elon’s rough estimate is that 25% of its AI compute output will go toward Tesla Optimus and the other 75% toward AI spacecraft. ASML has to plan years in advance for the sheer amount of chipmaking capacity Elon wants for robots and ‘ai spacecraft’
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Does anyone realize that if SpaceX pulls this off, Terafab would become the largest building ever constructed by floor area? More than 100 million square feet of manufacturing space, over 5x the floor area of the current largest building on Earth. I wanted to wait before reporting because news was coming out quite rapidly after the until announcement. SpaceX and Tesla are planning to invest roughly $16.8 billion in the initial buildout in Grimes County, Texas. It will manufacture, package and test advanced logic and memory chips under one roof because their combined demand is expected to exceed 1 terawatt of compute, more than the current global supply. The buildout is already so massive that ASML, (the only supplier of the most advanced EUV lithography machines) is factoring Terafab demand into its own 2027 and 2028 capacity plans. Elon’s rough estimate is that 25% of its AI compute output will go toward Tesla Optimus and the other 75% toward AI spacecraft. ASML has to plan years in advance for the sheer amount of chipmaking capacity Elon wants for robots and ‘ai spacecraft’

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Elon Musk on AI, Robotics & Abundance: “With AI and robotics, this is the path to abundance for all If you want to solve global poverty or give everyone a very high standard of living, the only way to do that is AI and robotics That doesn’t mean it’s without risk. We have to be very careful… we don’t want to end up in a Terminator movie But if AI becomes ubiquitous and essentially free, and robotics is everywhere too, you’ll see an explosion in the global economy on a scale that’s hard to even comprehend” This is the future Elon is working toward
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Elon Musk on AI, Robotics & Abundance: “With AI and robotics, this is the path to abundance for all If you want to solve global poverty or give everyone a very high standard of living, the only way to do that is AI and robotics That doesn’t mean it’s without risk. We have to be very careful… we don’t want to end up in a Terminator movie But if AI becomes ubiquitous and essentially free, and robotics is everywhere too, you’ll see an explosion in the global economy on a scale that’s hard to even comprehend” This is the future Elon is working toward

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We’re excited to welcome Animesh Garg as our new Chief Research Officer at microagi, with the team from Usable Robots joining him. He has spent most of his career working on one of the hardest problems in robotics: getting robots out of the lab and into the real world. Frontier AI now works. Hardware is becoming cheap. And the industry is finally learning how to collect robot data at scale. What’s still missing is post-training. Taking a general-purpose model and teaching it one specific job, in one specific environment, until a company can actually depend on it. In LLMs, post-training is what turned impressive demos into products. In robotics, that layer barely exists yet. A strong model is a capability. A robot that can perform the same job, on the same line, every shift, without an engineer standing next to it, is a product. And that process has to happen again for every task, every site, and every customer. We believe the company that can do this well, fast, and at scale will be the company that puts robots into production at massive scale. MicroAGI is building both sides of that system. With shift, we’re building one of the most diverse and largest egocentric datasets in the world. With Atlas, we post-train and harness models directly on enterprise deployments. Our goal is simple: Deploy 1 million robots.
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We’re excited to welcome Animesh Garg as our new Chief Research Officer at microagi, with the team from Usable Robots joining him. He has spent most of his career working on one of the hardest problems in robotics: getting robots out of the lab and into the real world. Frontier AI now works. Hardware is becoming cheap. And the industry is finally learning how to collect robot data at scale. What’s still missing is post-training. Taking a general-purpose model and teaching it one specific job, in one specific environment, until a company can actually depend on it. In LLMs, post-training is what turned impressive demos into products. In robotics, that layer barely exists yet. A strong model is a capability. A robot that can perform the same job, on the same line, every shift, without an engineer standing next to it, is a product. And that process has to happen again for every task, every site, and every customer. We believe the company that can do this well, fast, and at scale will be the company that puts robots into production at massive scale. MicroAGI is building both sides of that system. With shift, we’re building one of the most diverse and largest egocentric datasets in the world. With Atlas, we post-train and harness models directly on enterprise deployments. Our goal is simple: Deploy 1 million robots.

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🇺🇸 SpaceX is making a massive AI bet Elon says SpaceX is scaling AI compute at a pace he believes no one else can match, with more than 2 GW expected online by the end of this year. The company could push its cumulative AI compute capacity to nearly 10 GW by the end of next year and has decided to build exclusively on NVIDIA, calling its Vera Rubin platform the best available. If SpaceX delivers, it could become one of the world's AI superpowers. Writer: Val
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🇺🇸 SpaceX is making a massive AI bet Elon says SpaceX is scaling AI compute at a pace he believes no one else can match, with more than 2 GW expected online by the end of this year. The company could push its cumulative AI compute capacity to nearly 10 GW by the end of next year and has decided to build exclusively on NVIDIA, calling its Vera Rubin platform the best available. If SpaceX delivers, it could become one of the world's AI superpowers. Writer: Val

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🇺🇸 Bret Johnsen says Starship, Starlink, and massive data centers are becoming the backbone of the next technological era. As AI's demand for computing power explodes, SpaceX is building the infrastructure to connect, power, and scale it globally. The race for AI dominance may not be won by software alone… but it could depend on who controls the infrastructure of Earth and space. Source: SpaceX, Gavin Baker, Elon Musk / Writer: Val

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Elon Musk: “America is 1,000% going to go bankrupt and fail as a country without AI and robotics” The U.S. is already paying over $1 trillion a year just in interest on the national debt The only real escape is enormous productivity growth AI → intelligence at near-zero marginal cost Robots → physical labor at massive scale Together they can dramatically increase economic output, lower the cost of goods and services and expand the tax base The race is basically: Can we build AI + robotics fast enough to unlock abundance before the debt becomes impossible to outrun?
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🇺🇸 Tucker: "There's no conversations about the benefits of AI..." Tucker argues that the exploding AI boom will trigger massive investments in power generation, infrastructure, and economic development, with only the negative effects to humanity being discussed. "You're telling me I can't have electricity of water because the machines need it? What is going on?" As demand for AI continues to surge, it could become one of the biggest infrastructure and economic shifts in decades. Source: TCN, / Writer: Val

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