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Elon about Terafab: “We’re not going to do just conventional compute, I think there’s some very interesting new physics” Very interesting! NVIDIA style chips are just one way of doing AI compute. Is Elon talking about analog AI? Neuromorphic chips? I hope it’s something very ambitious. I think we’re... show more

Phil Trubey

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26,265 görüntüleme • 6 ay önce •via X (Twitter)

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Phil Trubey profil fotoğrafı

Phil Trubey6 ay önce

Oh, and you can bet that xAI’s Grok will be at the forefront of helping develop that new physics and devices.

Barrak profil fotoğrafı

Barrak6 ay önce

When the person building the factory says the physics itself is going to be different the most rational response is not skepticism but the kind of quiet attention you give to someone who has earned the right to make extraordinary claims.

CrisprCas9to5 profil fotoğrafı

CrisprCas9to56 ay önce

We don't get warp drive from the current system. Period. This IS the point of ASI. To push physics. I'm sorry, but humans don't have the capacity to comprehend beyond a certain point. AI is going to have to compress otherwise unfathomable concepts to our level, or we're going to have to merge with AI to understand anything at all beyond tribalism, echochamber ideology, pre-abundance, wealth accumulation and the desire for power over others. This can't come fast enough. Thankfully, the curve isn't linear. Thank you Mr. Musk, et al. Let's get out of this disaster we call current intelligence.

Musaran profil fotoğrafı

Musaran6 ay önce

Analog is appealing for some operations, but: •detrimental for others. •susceptible to noise, thus less miniaturizable. •draws more power. Neuromorphic seems less agile. Maybe when models last longer? Photonic is good for transmission & analog. But less miniaturizable. E-beam etching might be next in the future. But a tall order. Spintronic & petahertz require future precision.

Phil Trubey profil fotoğrafı

Phil Trubey6 ay önce

Spintronics is already being used in MRAM. Could have a lot of potential there.

nitroflight profil fotoğrafı

nitroflight6 ay önce

@BrianRoemmele @beffjezos Do you think he will try your ideas for analog and thermal chips?

ThunderX profil fotoğrafı

ThunderX6 ay önce

It’s going to be an invention, meaning no one has done it before.

amuselesswriter profil fotoğrafı

amuselesswriter6 ay önce

If they're intending to run 2 fabs (inside the Terafab) one for terrestrial and the other for space; and the end goal is to do a design loop to build and iterate on chips and masks quickly. Its possible to make context specific chips in batches. With work optimized designs.

Gerg Oos profil fotoğrafı

Gerg Oos6 ay önce

it's rather esoteric but elon is a noted probabilistic thinker, so the 'probability is high' elon was referring to the below. if so, it is indeed "wild and crazy": Beff – e/acc - Dyson swarm of thermodynamic computers is the endgame. [Kardashev 2] Quote Elon Musk·2h - Perhaps our purpose is to make the mind of a sentient sun Show more 12:29 PM · Nov 2, 2025·25.8K Views → Beff is Alt of Gill Verdon🇨🇦 @GillVerd Founder & CEO @extropic → Type 2 | Kardashev Scale → *Thermodynamic Computing Explained in 5 Minutes | MOONSHOTS* Peter H. Diamandis Jun 28, 2024 Elon Musk Replying to @beffjezos - Why do you keep going on about thermoputers? Do you have one that works? 1:25 PM · Nov 2, 2025·15.6K Views Beff – e/acc - Yeah, can show you a demo if you want! [ 1:28 PM · Nov 2, 2025·9,429 Views Beff (e/acc) - Everyone who called my company fake and called me a grifter has been real quiet since the hardcore peer-reviewed science dropped 🤔 Quote Extropic·Mar 19 - If you are attending @APSphysics March meeting, come learn more about thermodynamic computing! Our work on taming non-equilibrium thermal electron fluctuations in silicon is now accepted in 'Physical Review Applied'. Show more Read more here: *Taming nonequilibrium thermal fluctuations in subthreshold CMOS circuits* Embedded clip 2:16 PM · Mar 22, 2026·8,993 Views → This work presents a fully CMOS experimental platform that enables direct control over its intrinsic thermal fluctuations. These devices function as programmable multivariate Gaussian samplers, offering a hardware primitive for energy-efficient stochastic computing and serving as an experimental platform for studies in electronic noise and stochastic thermodynamics. Elon Musk: “We're not just going to do conventional compute in this (TeraFab). I think there's some very interesting new physics that actually I'm confident will work. It's just a question of when. So we're really going to push the limit of physics in compute and we're going to try a bunch of wild and crazy things which you can do if you've got that fast iteration loop. I can't emphasize enough the importance of being able to make a chip, test it, and then improve the design, do another one, and have that in a single building. I think that our recursive improvement with that situation would be probably an order of magnitude better than anything else in the world.”

✨️Lil Angel✨️ profil fotoğrafı

✨️Lil Angel✨️6 ay önce

🥴😏 Think more in terms of light and lasers I believe 😎

Phil Trubey profil fotoğrafı

Phil Trubey6 ay önce

Everyone has their pet technology they want to see developed 😀 We shall have to wait and see what comes out of this new age "Edison Laboratory"

✨️Lil Angel✨️ profil fotoğrafı

✨️Lil Angel✨️6 ay önce

It will happen eventually too many benefits not to with the direction things are going. Less shielding and interference from stray capacitance as well as magnetic forces. Not to mention data transfer speed.

CarloTonyD profil fotoğrafı

CarloTonyD6 ay önce

@grok what new physics could Elon be talking about in semi chip production?

Bez(os) Mastodon @Bez78829056@indieweb.social profil fotoğrafı

Bez(os) Mastodon @[email protected]6 ay önce

Recursive Loop for ultra fast chip development

Leon Milner profil fotoğrafı

Leon Milner6 ay önce

Is it Dojo? Excuse my ignorance

Phil Trubey profil fotoğrafı

Phil Trubey6 ay önce

In Elon's presentation, they showed a chip called D3 as the space based chip, so presumably that's an evolution of the Dojo chip? So Dojo's going to space I guess. But the advanced chip physics Elon was talking about could presumably apply to both terrestrial inference and space based compute.

Isabelle E-Z profil fotoğrafı

Isabelle E-Z6 ay önce

Novel AI compute architectures are compelling, yet Canada lacks the terafabs to participate. We import breakthroughs while engineers update passports.

Tommy AutoTech profil fotoğrafı

Tommy AutoTech6 ay önce

Insert Don Draper’s 'That’s what the money is for' speech. Call me when it works in a 40°C container yard.

Steven Hunt profil fotoğrafı

Steven Hunt6 ay önce

@thejefflutz Jeff, with the Terafab announcement, do you think Elon is unambiguously signalling to existing chip manufacturers that if they don't ramp their own production as quickly as they possibly can, they are guaranteed to be limiting their future unit sales?

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ELON MUSK: All the fabs on Earth combined are only 2% of what Terafab needs. “If you add up all the fabs on Earth combined, they’re only about 2% of what we need for the Terafab project. We’re very grateful to Samsung, TSMC and others. We would like them to expand as quickly as they can, and we will buy all of their chips. There’s a maximum rate at which they’re comfortable expanding, but that rate is much less than we would like. So we’re going to build Terafab. The key missing ingredient is a terawatt of compute. That’s why we are building Terafab.”

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NVIDIA CEO Jensen Huang: Elon Musk is in a phenomenal position to lead the future of AI, autonomous vehicles, and humanoid robotics. “Collecting world data is very expensive, and Elon has a great advantage because, number one, his AI factory for his cars is fantastic, has a lot of NVIDIA gear in it, and he has a very large fleet of cars on the road that allows him to collect a lot of data. So I think he has just a phenomenal position, and he's been working on this for a long time, and so he's going to be in a great position to take advantage of it. I know Elon's attitude towards AI, and he's very optimistic about its future, and obviously he's working on some of the most important AI areas. xAI is working on foundation, cognitive intelligence AI. Tesla's working on autonomous vehicles, and Optimus is for humanoid robotics. These three areas of AI are the three most important areas.”

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ELON MUSK: “The way to expand compute is really in space. There’s a lot of room in space. And if you look at the size of Earth relative to the Sun or relative to the Solar System, you realize just how tiny it is. We’re very, very tiny. We only receive about half a billionth of the Sun’s energy. So you can really think of Earth as being like a tiny dust mote in a vast darkness. So the way to expand compute without, you know, using up all the land on Earth is to do so in space. And then you can do it without using space for power and water on Earth; you can just do it in space. So I think we’ll probably be launching our first AI satellites next year, and then we’ll be able to do that, I think, at large scale in about two years.”

ELON MUSK: “The way to expand compute is really in space. There’s a lot of room in space. And if you look at the size of Earth relative to the Sun or relative to the Solar System, you realize just how tiny it is. We’re very, very tiny. We only receive about half a billionth of the Sun’s energy. So you can really think of Earth as being like a tiny dust mote in a vast darkness. So the way to expand compute without, you know, using up all the land on Earth is to do so in space. And then you can do it without using space for power and water on Earth; you can just do it in space. So I think we’ll probably be launching our first AI satellites next year, and then we’ll be able to do that, I think, at large scale in about two years.”

DogeDesigner

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Elon Musk on scaling AI beyond Earth. "To reach a terawatt of compute per year, we need about 10 million tons to orbit annually. This is feasible—no new physics required—and I'm confident SpaceX can achieve it." Most people treat orbital mass as sci-fi. Elon treats it as a logistics problem with hard numbers — and a factory plan to match. • ~10 million tons to orbit per year • Terawatt of solar for power • Terawatt of compute → Terafab fills the gap No new physics. Starship is the freighter. Terafab is the factory. "We're also scaling to a terawatt of solar for power. The remaining piece is a terawatt of compute, which is why we're building Terafab."

Elon Musk on scaling AI beyond Earth. "To reach a terawatt of compute per year, we need about 10 million tons to orbit annually. This is feasible—no new physics required—and I'm confident SpaceX can achieve it." Most people treat orbital mass as sci-fi. Elon treats it as a logistics problem with hard numbers — and a factory plan to match. • ~10 million tons to orbit per year • Terawatt of solar for power • Terawatt of compute → Terafab fills the gap No new physics. Starship is the freighter. Terafab is the factory. "We're also scaling to a terawatt of solar for power. The remaining piece is a terawatt of compute, which is why we're building Terafab."

Tesla Owners Silicon Valley

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Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

KanekoaTheGreat

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I think it’s safe to say that 2025 was a very interesting year. And I think I see it very differently than most. You probably saw a lot of headlines about AI and tech stocks. While that was a big story, I don’t think it was the most important thing. The big story in the investment world was the depreciation of the value of fiat money and how that impacted the price of gold. That’s how 2025 looked through my eyes, at least. I’m curious to hear if you see things the same way.

I think it’s safe to say that 2025 was a very interesting year. And I think I see it very differently than most. You probably saw a lot of headlines about AI and tech stocks. While that was a big story, I don’t think it was the most important thing. The big story in the investment world was the depreciation of the value of fiat money and how that impacted the price of gold. That’s how 2025 looked through my eyes, at least. I’m curious to hear if you see things the same way.

Ray Dalio

150,089 görüntüleme • 8 ay önce

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

DogeDesigner

246,547 görüntüleme • 2 ay önce

.Shaun Maguire says SpaceX's data center deal with Google may suggest there is something fundamentally different about the company's terrestrial compute. "I think a lot of people were surprised by the Anthropic and Google announcements. And I think a lot of people are getting the wrong takeaway there." "The way a lot of people are interpreting that is it's like, 'oh, we're just in this temporary compute shortage. And so anyone's willing to work with anyone, and they're willing to pay any price for compute.'" "I think that might be a reasonable way to look at the Anthropic announcement. I don't think that makes sense for looking at the Google announcement." "To me, I think an alternative hypothesis is that SpaceX's terrestrial compute is not actually a commodity. There's something that's better about it than other people's terrestrial compute."

.Shaun Maguire says SpaceX's data center deal with Google may suggest there is something fundamentally different about the company's terrestrial compute. "I think a lot of people were surprised by the Anthropic and Google announcements. And I think a lot of people are getting the wrong takeaway there." "The way a lot of people are interpreting that is it's like, 'oh, we're just in this temporary compute shortage. And so anyone's willing to work with anyone, and they're willing to pay any price for compute.'" "I think that might be a reasonable way to look at the Anthropic announcement. I don't think that makes sense for looking at the Google announcement." "To me, I think an alternative hypothesis is that SpaceX's terrestrial compute is not actually a commodity. There's something that's better about it than other people's terrestrial compute."

Jack Kuhr

44,998 görüntüleme • 3 ay önce

Intel CEO on Terafab and Elon Musk: "Elon Musk is one of the best entrepreneur in this century. He & we share the same view. We both are going to learn a lot together. We are delighted to work on Terafab. He has a very good team that I work with weekly."

Intel CEO on Terafab and Elon Musk: "Elon Musk is one of the best entrepreneur in this century. He & we share the same view. We both are going to learn a lot together. We are delighted to work on Terafab. He has a very good team that I work with weekly."

DogeDesigner

81,349 görüntüleme • 1 ay önce