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elon is finally launching Terafab. > tesla’s own semiconductor mega fab to produce 100 - 200 billion AI chips per year all because TSMC wasn’t fast enough. lmao this will supercharge elon’s ai + robotic empire to the max.

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154,669 Aufrufe • vor 5 Monaten •via X (Twitter)

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🚨BREAKING: INTEL JOINS ELON MUSK’S TERAFAB PROJECT 🇺🇸 $TSLA • Intel announced it will participate in Elon Musk’s “Terafab” project, an initiative to massively scale semiconductor production for AI, robotics, and space applications. • Intel will work with SpaceX, Tesla, and xAI on the project. ✅ Intel’s Role • Intel will contribute its expertise in designing, fabricating, and packaging ultra-high-performance chips. • The partnership aims to help Terafab reach its target of producing 1 terawatt (TW) per year of compute capacity.

🚨BREAKING: INTEL JOINS ELON MUSK’S TERAFAB PROJECT 🇺🇸 $TSLA • Intel announced it will participate in Elon Musk’s “Terafab” project, an initiative to massively scale semiconductor production for AI, robotics, and space applications. • Intel will work with SpaceX, Tesla, and xAI on the project. ✅ Intel’s Role • Intel will contribute its expertise in designing, fabricating, and packaging ultra-high-performance chips. • The partnership aims to help Terafab reach its target of producing 1 terawatt (TW) per year of compute capacity.

Tsla Archive

30,094 Aufrufe • vor 5 Monaten

$I genuinely think the Terafab is going to end up being one of the biggest moves ever made in human history to secure the future of AI... and I think most people still don’t fully see what Elon is trying to do here. The signs are clear to me. This is Tesla, xAI, and SpaceX essentially hinting to us that they are not going to wait on the world to give them the compute the team needs. They are going to build it themselves at a scale no one has ever attempted. When you really break it down, it gets a bit nutty. This is going to be a fully vertically integrated chip factory that will be producing over 1 terawatt of AI compute per year. This is NEXT LEVEL BIG. Today, AI is limited by chips. You can have the best models, the best engineers, the best everything... but if you don’t have enough compute, you will eventually hit a wall. Elon told us, the world can only supply a tiny fraction of the chips his companies will need. So this is the solution. Terafab puts everything under one roof like design, manufacturing, memory, packaging, testing, which means that they can build chips very fast.. like really fast. I'm talking about 100-200 billion custom AI chips per year at full capacity. Chips designed specifically for: • Tesla cars and Optimus robots • xAI models • Space-based compute You see, while other companies and CEOs are thinking Earth, Elon is planning for AI in space. Around ~80% of the compute is expected to go orbital, powered by solar energy bc Earth simply doesn’t have enough electricity. The U.S. grid is only about ~0.5 terawatts, while space has basically UNLIMITED energy if you can capture it. And this is the steps to get it: Starship launches → space compute → solar-powered AI → feeds back into everything to Earth. Bro... Elon and his companies are playing at a whole different level... And this is why I keep telling people that the Terafab is going to be the secret ingredient that will be the real unlock for everything: • Robotaxis at scale • Billions of Optimus robots • Massive AI models running 24/7 • Future off-world, other planet infrastructure Without these chips, none of this can happen... but with the Terafab, all of this becomes possible. That’s why Elon is calling it “the final missing piece.” I agree.$

I genuinely think the Terafab is going to end up being one of the biggest moves ever made in human history to secure the future of AI... and I think most people still don’t fully see what Elon is trying to do here. The signs are clear to me. This is Tesla, xAI, and SpaceX essentially hinting to us that they are not going to wait on the world to give them the compute the team needs. They are going to build it themselves at a scale no one has ever attempted. When you really break it down, it gets a bit nutty. This is going to be a fully vertically integrated chip factory that will be producing over 1 terawatt of AI compute per year. This is NEXT LEVEL BIG. Today, AI is limited by chips. You can have the best models, the best engineers, the best everything... but if you don’t have enough compute, you will eventually hit a wall. Elon told us, the world can only supply a tiny fraction of the chips his companies will need. So this is the solution. Terafab puts everything under one roof like design, manufacturing, memory, packaging, testing, which means that they can build chips very fast.. like really fast. I'm talking about 100-200 billion custom AI chips per year at full capacity. Chips designed specifically for: • Tesla cars and Optimus robots • xAI models • Space-based compute You see, while other companies and CEOs are thinking Earth, Elon is planning for AI in space. Around ~80% of the compute is expected to go orbital, powered by solar energy bc Earth simply doesn’t have enough electricity. The U.S. grid is only about ~0.5 terawatts, while space has basically UNLIMITED energy if you can capture it. And this is the steps to get it: Starship launches → space compute → solar-powered AI → feeds back into everything to Earth. Bro... Elon and his companies are playing at a whole different level... And this is why I keep telling people that the Terafab is going to be the secret ingredient that will be the real unlock for everything: • Robotaxis at scale • Billions of Optimus robots • Massive AI models running 24/7 • Future off-world, other planet infrastructure Without these chips, none of this can happen... but with the Terafab, all of this becomes possible. That’s why Elon is calling it “the final missing piece.” I agree.

Teslaconomics

25,494 Aufrufe • vor 5 Monaten

NEWS: Samsung is preparing to build a second chip factory at its semiconductor cluster in Taylor, Texas. The first fab (below) is Samsung's new $25 billion chip fabrication facility that will help produce Tesla's future AI6 (HW6) chip. Samsung wants to expand and build a second chip fab as major U.S. tech companies line up to place their orders amid strained capacity at Taiwanese rival TSMC. The facility is a 40 minute drive from Tesla's Giga Texas factory. Last year, Tesla signed a $16.5 billion deal with Samsung to produce these AI6 chips, but Elon Musk says that number is "just the bare minimum. Actual output is likely to be several times higher." Various Tesla products such as their cars and their Optimus robot will use this AI6 chip. The first Samsung fab facility in Taylor is expected to be operational in 2026. (drone footage is from Nov 2025 via Airwave Dynamics)

NEWS: Samsung is preparing to build a second chip factory at its semiconductor cluster in Taylor, Texas. The first fab (below) is Samsung's new $25 billion chip fabrication facility that will help produce Tesla's future AI6 (HW6) chip. Samsung wants to expand and build a second chip fab as major U.S. tech companies line up to place their orders amid strained capacity at Taiwanese rival TSMC. The facility is a 40 minute drive from Tesla's Giga Texas factory. Last year, Tesla signed a $16.5 billion deal with Samsung to produce these AI6 chips, but Elon Musk says that number is "just the bare minimum. Actual output is likely to be several times higher." Various Tesla products such as their cars and their Optimus robot will use this AI6 chip. The first Samsung fab facility in Taylor is expected to be operational in 2026. (drone footage is from Nov 2025 via Airwave Dynamics)

Sawyer Merritt

246,513 Aufrufe • vor 5 Monaten

BREAKING 🚨 xAI reportedly to spend $18B to acquire 300K more NVIDIA chips for COLOSSUS 2, world's 1st Gigawatt AI Supercluster - xAI set to be valued at $200 billion soon - 200MW implemented in six months what took 15 months for Oracle, Crusoe and OpenAI. Let that sink in. - 500K chips now, and will eventually have 1M chips as per Elon The data center looks amazing. I am even more excited for Grok 5.

BREAKING 🚨 xAI reportedly to spend $18B to acquire 300K more NVIDIA chips for COLOSSUS 2, world's 1st Gigawatt AI Supercluster - xAI set to be valued at $200 billion soon - 200MW implemented in six months what took 15 months for Oracle, Crusoe and OpenAI. Let that sink in. - 500K chips now, and will eventually have 1M chips as per Elon The data center looks amazing. I am even more excited for Grok 5.

Prashant

913,379 Aufrufe • vor 11 Monaten

We just hit the next level of AI lipsync 🔥 This is the breakthrough that will finally allow you to create your own TV shows and IPs. It’s fast. It’s cheap. And it completely changes the viewer experience. The silent era of AI cartoons is over.

We just hit the next level of AI lipsync 🔥 This is the breakthrough that will finally allow you to create your own TV shows and IPs. It’s fast. It’s cheap. And it completely changes the viewer experience. The silent era of AI cartoons is over.

Framer 🇱🇹

52,508 Aufrufe • vor 11 Monaten

Elon Musk just identified the next crisis in AI. It’s not a shortage. It’s an unusable surplus. Musk: “By the end of this year, chip production will outpace the ability to turn chips on.” For three years the world was starved for silicon. Every lab, every government, every company racing to secure the chips that determine who wins the AI era. That bottleneck is ending. A new one is replacing it. Musk: “The chips are going to be piling up and not be able to be turned on.” Billions of dollars of the most advanced AI hardware ever built. Sitting dark. Not because the chips don’t work. Because there isn’t enough electricity to run them. You can’t print a power plant the way you print a chip. The fabrication plants scaled. The grid didn’t. And now the most valuable hardware in history is about to hit a wall that no amount of capital can instantly solve. Compute is about to become abundant. Electricity is about to become the most valuable commodity on earth. Three years obsessing over silicon yields. Physics doesn’t care about your chip architecture if your data center can’t pull enough megawatts. The war isn’t about who can manufacture the most silicon anymore. It’s about who has the raw power to plug it in. Whoever solves energy first doesn’t just win. They own the infrastructure everyone else needs to compete. The losers stack useless chips in warehouses waiting for power that never arrives. We built a trillion dollar engine and forgot the fuel. That’s the AI race right now.

Elon Musk just identified the next crisis in AI. It’s not a shortage. It’s an unusable surplus. Musk: “By the end of this year, chip production will outpace the ability to turn chips on.” For three years the world was starved for silicon. Every lab, every government, every company racing to secure the chips that determine who wins the AI era. That bottleneck is ending. A new one is replacing it. Musk: “The chips are going to be piling up and not be able to be turned on.” Billions of dollars of the most advanced AI hardware ever built. Sitting dark. Not because the chips don’t work. Because there isn’t enough electricity to run them. You can’t print a power plant the way you print a chip. The fabrication plants scaled. The grid didn’t. And now the most valuable hardware in history is about to hit a wall that no amount of capital can instantly solve. Compute is about to become abundant. Electricity is about to become the most valuable commodity on earth. Three years obsessing over silicon yields. Physics doesn’t care about your chip architecture if your data center can’t pull enough megawatts. The war isn’t about who can manufacture the most silicon anymore. It’s about who has the raw power to plug it in. Whoever solves energy first doesn’t just win. They own the infrastructure everyone else needs to compete. The losers stack useless chips in warehouses waiting for power that never arrives. We built a trillion dollar engine and forgot the fuel. That’s the AI race right now.

Dustin

705,977 Aufrufe • vor 6 Monaten

Tesla’s new Megapack factory in Houston will be their most capable yet, with an annual production capacity of 50 GWh—25% more than their other two Megapack factories. Once fully ramped, Tesla’s three Megafactories will produce a combined 130 GWh of battery energy storage a year, enough to power ~50 million homes. That's nearly 4.2x more battery energy storage than Tesla deployed in all of 2024. The Houston facility will be the first to manufacture the all-new Megapack 3 in late 2026. This product will partly source LFP cells from Tesla's brand new LFP manufacturing plant in Nevada (next to Giga Nevada). The Nevada facility will begin production in the coming months, making it the first time Tesla will produce and source LFP cells domestically — and from its own operations. Tesla Energy is just getting started🔋

Sawyer Merritt

134,971 Aufrufe • vor 1 Jahr

BREAKING: Elon Musk’s Grok AI cleared for use across US Government Agencies. ➤ xAI has struck an agreement to make Grok available to U.S. federal agencies via procurement through the General Services Administration (GSA), as per Bloomberg. ➤ Federal agencies will be able to purchase access to Grok for $0.42 per organization. ➤ This price is lower than what some competitors charge: for instance, OpenAI charges about $1 per year for federal access to ChatGPT. ➤ The move is part of a broader push to embed advanced AI tools deeper into U.S. government operations, especially in defense and national security roles via programs like “Grok for Government.” ➤ Already, the U.S. Department of Defense has awarded contracts (up to $200 million ceilings) to xAI.

BREAKING: Elon Musk’s Grok AI cleared for use across US Government Agencies. ➤ xAI has struck an agreement to make Grok available to U.S. federal agencies via procurement through the General Services Administration (GSA), as per Bloomberg. ➤ Federal agencies will be able to purchase access to Grok for $0.42 per organization. ➤ This price is lower than what some competitors charge: for instance, OpenAI charges about $1 per year for federal access to ChatGPT. ➤ The move is part of a broader push to embed advanced AI tools deeper into U.S. government operations, especially in defense and national security roles via programs like “Grok for Government.” ➤ Already, the U.S. Department of Defense has awarded contracts (up to $200 million ceilings) to xAI.

DogeDesigner

336,085 Aufrufe • vor 11 Monaten

‼️🇩🇪 BREAKING | The German government has approved the draft for a 2027 "super-militaristic" state budget. Under this plan, the core defense budget is set at €105.8 billion. This will be supplemented by €27.5 billion mobilized into a special defense fund—a result of abolishing the "debt brake" mechanism—plus €11 billion allocated for direct defense budgetary assistance to Ukraine. Additionally, €58.2 billion has been earmarked for indirect defense spending focused on the modernization of logistics and infrastructure (ports, airfields, highways, and bridges). Consequently, it is fair to say that in 2027, Germany will spend over €200 billion on defense and defense-related matters. Crucially, this is not a one-time surge. Defense spending is projected to leap forward annually, bolstered by the removal of the debt brake and the potential to mobilize €500 billion in loans for the defense sector. This will significantly increase the net defense budget, which could potentially reach €300–350 billion per year within the next 3 to 5 years. Video is made Grok AI

‼️🇩🇪 BREAKING | The German government has approved the draft for a 2027 "super-militaristic" state budget. Under this plan, the core defense budget is set at €105.8 billion. This will be supplemented by €27.5 billion mobilized into a special defense fund—a result of abolishing the "debt brake" mechanism—plus €11 billion allocated for direct defense budgetary assistance to Ukraine. Additionally, €58.2 billion has been earmarked for indirect defense spending focused on the modernization of logistics and infrastructure (ports, airfields, highways, and bridges). Consequently, it is fair to say that in 2027, Germany will spend over €200 billion on defense and defense-related matters. Crucially, this is not a one-time surge. Defense spending is projected to leap forward annually, bolstered by the removal of the debt brake and the potential to mobilize €500 billion in loans for the defense sector. This will significantly increase the net defense budget, which could potentially reach €300–350 billion per year within the next 3 to 5 years. Video is made Grok AI

Visioner

106,536 Aufrufe • vor 4 Monaten

Holy sh!t ! OpenAI will have their custom inference chips ready in just a few months and deployed at scale by the end of the year! 🤯 Training chip = The heavy lifters that require massive amounts of data and power to build and teach the AI models from scratch. Inference chip = The specialized, highly efficient chips that actually run the AI and generate the answers in real-time when you use it. This is going to help OpenAI drastically cut down their massive compute costs, speed up model reasoning times, and finally break free from relying entirely on Nvidia to scale their operations.

Holy sh!t ! OpenAI will have their custom inference chips ready in just a few months and deployed at scale by the end of the year! 🤯 Training chip = The heavy lifters that require massive amounts of data and power to build and teach the AI models from scratch. Inference chip = The specialized, highly efficient chips that actually run the AI and generate the answers in real-time when you use it. This is going to help OpenAI drastically cut down their massive compute costs, speed up model reasoning times, and finally break free from relying entirely on Nvidia to scale their operations.

Chris

60,278 Aufrufe • vor 5 Monaten

We’ve reached a point where AI-generated action anime is already almost indistinguishable from traditional anime. And this is just the beginning. In a year or two, no one will be able to tell whether it was generated with AI, partly because almost everything will be AI-generated anyway. This is the future vision Kling 2.6 is giving us. Prompt: Ferocious anime fight under moonlight, agile fighter surrounded by werewolves lunging from all directions, rapid dodges and counterstrikes, claws narrowly missing, exaggerated speed and aggression, camera circling the action chaotically, brutal primal energy and desperation

We’ve reached a point where AI-generated action anime is already almost indistinguishable from traditional anime. And this is just the beginning. In a year or two, no one will be able to tell whether it was generated with AI, partly because almost everything will be AI-generated anyway. This is the future vision Kling 2.6 is giving us. Prompt: Ferocious anime fight under moonlight, agile fighter surrounded by werewolves lunging from all directions, rapid dodges and counterstrikes, claws narrowly missing, exaggerated speed and aggression, camera circling the action chaotically, brutal primal energy and desperation

OscarAI

739,962 Aufrufe • vor 8 Monaten

what the fuck.. Cargill is using AI cameras in *slaughterhouses* to extract millions of dollars of extra meat off the bones of animals.. here’s the TLDR: >workers get real-time smiley face ratings per cut. green, yellow, red. > 1% improvement = 200 million more pounds of beef per year. >proprietary AI camera system called “CarVe” >scans every cut in real time on the fabrication floor >flags meat left on the bone that workers missed >rates each cut green, yellow, or red so workers adjust instantly >piloted in Friona, TX. now rolling out across all plants this is not a tech company. this is a slaughterhouse in Texas. and AI is already grading every cut in real time. this is insanity.

what the fuck.. Cargill is using AI cameras in slaughterhouses to extract millions of dollars of extra meat off the bones of animals.. here’s the TLDR: >workers get real-time smiley face ratings per cut. green, yellow, red. > 1% improvement = 200 million more pounds of beef per year. >proprietary AI camera system called “CarVe” >scans every cut in real time on the fabrication floor >flags meat left on the bone that workers missed >rates each cut green, yellow, or red so workers adjust instantly >piloted in Friona, TX. now rolling out across all plants this is not a tech company. this is a slaughterhouse in Texas. and AI is already grading every cut in real time. this is insanity.

Damian Player

843,412 Aufrufe • vor 5 Monaten

this is the worst local AI will ever be. tomorrow it gets faster. next month the models get smarter. next year your GPU runs what a data center runs today. Qwen3.5-35B-A3B on a single 3090. told it to visualize its own expert routing. 256 experts, 8 active per token, rendered in 3D on the same GPU running inference. no API key. no subscription. no permission needed. closed AI isn't losing ground. it's losing the argument.

this is the worst local AI will ever be. tomorrow it gets faster. next month the models get smarter. next year your GPU runs what a data center runs today. Qwen3.5-35B-A3B on a single 3090. told it to visualize its own expert routing. 256 experts, 8 active per token, rendered in 3D on the same GPU running inference. no API key. no subscription. no permission needed. closed AI isn't losing ground. it's losing the argument.

Sudo su

106,822 Aufrufe • vor 6 Monaten

NEWS: Tesla's fleet has now driven 12 billion miles on Full Self-Driving The count passed 12 billion this week, just a month after hitting 11 billion on June 9. About 4.5 billion of those miles were on city streets. The pace is speeding up fast. The fleet now adds around 30 million miles a day, up from 14 million a day at the start of the year. Each new billion is arriving quicker than the last. Why this number matters. Elon Musk has said Tesla needs roughly 10 billion miles of real driving data to make self-driving safe enough to run unsupervised. The fleet is now well past that and the data trains the system to handle rare, tricky situations. Tesla's own safety report says cars on FSD have one major crash every 5.3 million miles, versus one every 660,000 for the average US driver. FSD is still a supervised system. The driver has to stay attentive and ready to take over. (Source: Tesla FSD Safety Report, July 17)

NEWS: Tesla's fleet has now driven 12 billion miles on Full Self-Driving The count passed 12 billion this week, just a month after hitting 11 billion on June 9. About 4.5 billion of those miles were on city streets. The pace is speeding up fast. The fleet now adds around 30 million miles a day, up from 14 million a day at the start of the year. Each new billion is arriving quicker than the last. Why this number matters. Elon Musk has said Tesla needs roughly 10 billion miles of real driving data to make self-driving safe enough to run unsupervised. The fleet is now well past that and the data trains the system to handle rare, tricky situations. Tesla's own safety report says cars on FSD have one major crash every 5.3 million miles, versus one every 660,000 for the average US driver. FSD is still a supervised system. The driver has to stay attentive and ready to take over. (Source: Tesla FSD Safety Report, July 17)

Muskonomy

34,557 Aufrufe • vor 1 Monat

Elon Musk just named AI’s next crisis. It’s not a shortage. It’s a surplus nobody can switch on. Musk: “By the end of this year, chip production will outpace the ability to turn chips on.” For three years the world was starved for silicon. Every lab, every government, every company racing to secure the chips that decide who wins the AI era. That bottleneck is ending. A harder one is replacing it. Musk: “The chips are going to be piling up and not be able to be turned on.” Billions of dollars in the most advanced AI hardware ever built. Sitting dark. Not because the chips don’t work. Because there isn’t enough electricity to run them. You can’t print a power plant the way you print a chip. The fabs scaled. The grid didn’t. Now the hardware everyone fought over is hitting a wall capital can’t buy its way through. Compute becomes abundant. Electricity becomes the most valuable commodity on earth. Physics doesn’t care about your chip architecture if your data center can’t pull the megawatts. Every mind that has ever existed was limited by what it could eat. Ours ran on grain. This one runs on the grid. That has never been solved by thinking. Only by building. The war isn’t about who can print the most silicon. It’s about who can plug it in. Whoever solves energy first doesn’t just win. They own the rails everyone else has to rent. The losers stack chips in warehouses, waiting for power that never arrives. We built a trillion dollar engine and forgot the fuel.

Elon Musk just named AI’s next crisis. It’s not a shortage. It’s a surplus nobody can switch on. Musk: “By the end of this year, chip production will outpace the ability to turn chips on.” For three years the world was starved for silicon. Every lab, every government, every company racing to secure the chips that decide who wins the AI era. That bottleneck is ending. A harder one is replacing it. Musk: “The chips are going to be piling up and not be able to be turned on.” Billions of dollars in the most advanced AI hardware ever built. Sitting dark. Not because the chips don’t work. Because there isn’t enough electricity to run them. You can’t print a power plant the way you print a chip. The fabs scaled. The grid didn’t. Now the hardware everyone fought over is hitting a wall capital can’t buy its way through. Compute becomes abundant. Electricity becomes the most valuable commodity on earth. Physics doesn’t care about your chip architecture if your data center can’t pull the megawatts. Every mind that has ever existed was limited by what it could eat. Ours ran on grain. This one runs on the grid. That has never been solved by thinking. Only by building. The war isn’t about who can print the most silicon. It’s about who can plug it in. Whoever solves energy first doesn’t just win. They own the rails everyone else has to rent. The losers stack chips in warehouses, waiting for power that never arrives. We built a trillion dollar engine and forgot the fuel.

Dustin

536,449 Aufrufe • vor 1 Monat

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.

Why is the market selling off today? (Save this). The semi selloff right now is being driven by a mix of macro fear, profit taking and investors questioning how quickly all of this AI spending will actually pay off, not because demand for AI infrastructure suddenly disappeared. The market is basically trading this chain reaction, the ongoing US Iran escalation pushes oil higher, higher oil keeps inflation elevated, sticky inflation keeps Treasury yields high and that increases the risk of the Fed staying hawkish or even hiking again. That is a terrible setup for semis because many of these companies are valued on the massive earnings investors expect them to generate years from now. When yields rise, those future earnings become worth less today which is why the highest multiple AI and semiconductor names usually get hit first. (I don't think there will be a hike this year). This is also why everything is moving together right now. Nvidia, Micron, Nebius, SanDisk, Broadcom and Applied Optoelectronics are all completely different businesses, but institutions are not separating memory, networking, optics, compute and cloud infrastructure at the moment. They are reducing exposure to the entire AI trade, taking profits in the names that have already run the most and moving into a more defensive position potentially ahead of the Fed. There is also growing pressure around hyperscaler capex. Microsoft, Meta, Amazon and Google are still spending enormous amounts on GPUs, data centers, networking and power but the market is starting to ask when all of that spending will actually turn into revenue and free cash flow. Investors are no longer satisfied with hearing that AI capex is growing. They want proof that the returns are arriving fast enough to justify the valuations already priced into the entire AI ecosystem. That creates a weird situation where hyperscaler capex can continue rising while semiconductor stocks still fall. The market is not asking whether AI spending is growing anymore but rather asking whether it is growing fast enough to beat the expectations already baked into these stocks. Crowded positioning is another major factor. Semis and AI infrastructure stocks have been some of the biggest winners in the market so institutions are sitting on huge profits and many funds own the exact same names. When macro risk increases, investors usually sell the most liquid winners first. That does not mean demand for memory, optics or custom chips suddenly collapsed but rather means investors are locking in gains and reducing risk. Tariffs add another layer because even when they are not directly placed on chips, they can still raise the cost of servers, electrical equipment, cooling systems, construction materials and the overall data center buildout. That makes AI infrastructure more expensive while also adding another source of inflation. Then you have Jensen Huang’s letter to the White House this morning about open weight AI models, which I think is one of the most important long term developments here. Nvidia, Meta, Microsoft, Palantir and several other companies are pushing Washington not to place broad restrictions on open weight AI. OpenAI and Anthropic were notably absent because open models are much more of a threat to their business models. OpenAI and Anthropic benefit from a world where a few closed frontier labs control the best models and companies have to pay them through subscriptions and APIs. Open weight models weaken that advantage because businesses can download a model, customize it for their own use and run it on their own infrastructure or through a neocloud. That is bad for OpenAI and Anthropic because it puts pressure on pricing, margins and the idea that they will control the intelligence layer of the economy but it is very good for the AI ecosystem as a whole over the long run. But the question is what does this mean for all the OpenAI and Anthropic commitments? so that's adding to the fear as well. But with that being said open models make AI cheaper and more accessible. Instead of AI being controlled by a few giant labs, thousands of startups, universities, governments and regular businesses can deploy models themselves. That spreads AI adoption across the entire economy and creates a much larger infrastructure opportunity and that is exactly why Jensen cares. Nvidia does not need OpenAI or Anthropic to win. Nvidia just needs more people using AI. Whether the model comes from OpenAI, Anthropic, Meta, Mistral, Kimi or some startup nobody has heard of yet, it still needs GPUs, memory, networking, data centers and electricity. So open weight AI could actually weaken the model companies while making the infrastructure layer much bigger. More open models mean more companies running inference. More inference means more GPUs. More GPUs mean more HBM, optical transceivers, switches, data centers and power. That is bullish for Nvidia Nebius, Micron, Broadcom , Marvell and Applied Optoelectronics over the long run. So my take is that the current semi selloff is being driven mostly by macro uncertainty, higher oil, rising yields, Fed fears, tariffs, crowded positioning and questions around the return on hyperscaler capex. The underlying AI infrastructure thesis has not suddenly broken. We are not broadly seeing hyperscalers cancel GPU orders, slash capex, abandon data center projects or report that AI demand has collapsed. What has changed is the valuation investors are willing to pay while the macro environment remains unstable. The market is lowering the price it is willing to pay for semiconductor growth but is not necessarily saying that growth is gone. And while Jensen’s open weight push may be bad for OpenAI and Anthropic, it could be one of the best things possible for the AI ecosystem over the long run because it creates more models, more developers, more competition and ultimately much more demand for the infrastructure underneath all of it. Nothing about the AI thesis has changed for me, so I will be going shopping and taking advantage of this sale while the market is selling everything together. I am an analyst at Milk Road Pro, and if you want to see exactly what I am buying, you can join for just $1 using the link below.

Melvin

180,198 Aufrufe • vor 1 Monat

3,000 jobs is the number on paper. Elon says the real number will be way bigger. SpaceX’s new Starbase Louisiana is a $100 billion project with 10 launch pads, its own propellant production, power generation, and enough land to scale properly. Gwynne Shotwell thinks the job count could end up closer to 10,000, based on what happened at Starbase Texas. This place is being built for serious Starship traffic, potentially 30+ launches a day. Turns out a spaceport needs a small city around it. SpaceX / Writer: Annette, Grok Imagine Designer: Janné

3,000 jobs is the number on paper. Elon says the real number will be way bigger. SpaceX’s new Starbase Louisiana is a $100 billion project with 10 launch pads, its own propellant production, power generation, and enough land to scale properly. Gwynne Shotwell thinks the job count could end up closer to 10,000, based on what happened at Starbase Texas. This place is being built for serious Starship traffic, potentially 30+ launches a day. Turns out a spaceport needs a small city around it. SpaceX / Writer: Annette, Grok Imagine Designer: Janné

Mario Nawfal

95,273 Aufrufe • vor 8 Tagen

BREAKING: Eight days ago the White House paraded Apple as the champion of bringing chips home to America. This week Apple is quietly asking that same White House for permission to buy memory chips from a Chinese company sitting on the Pentagon's military blacklist. The decoupling did not break because anyone lost their nerve. It broke because AI made the chips too expensive to keep choosing sides. Watch the timing, because it is almost too perfect. On June 18, Trump announced an Apple and Intel partnership to build chips on American soil, the poster child for reshoring. Days later the Financial Times revealed Apple had spent over a month lobbying the administration for assurance it could buy DRAM from CXMT, a firm the Pentagon flags for alleged ties to the Chinese military. The same company, the same week, standing on both sides of the line Washington drew. What pushed Apple to the edge was pure cost. AI data centers have swallowed the world's memory supply and prices have rocketed. When Apple finally raised MacBook and iPad prices to cope, investors erased 263 billion dollars from its value in a single trading day, its worst since April of last year. The squeeze became unbearable, so the company went looking for the one supplier everyone else is warned away from. This is the part the chip war never priced in. Decoupling assumed American firms could afford to pick a side. That holds right up until a shortage gets severe enough that picking a side becomes unaffordable, and AI just found that point. The most valuable company on earth would rather approach the blacklist than keep paying the bill. A memory chip shortage did not just raise the price of a laptop. It bent the security policy of the United States until its flagship company walked up to a line it was told never to touch. Scarcity, it turns out, has no flag.

BREAKING: Eight days ago the White House paraded Apple as the champion of bringing chips home to America. This week Apple is quietly asking that same White House for permission to buy memory chips from a Chinese company sitting on the Pentagon's military blacklist. The decoupling did not break because anyone lost their nerve. It broke because AI made the chips too expensive to keep choosing sides. Watch the timing, because it is almost too perfect. On June 18, Trump announced an Apple and Intel partnership to build chips on American soil, the poster child for reshoring. Days later the Financial Times revealed Apple had spent over a month lobbying the administration for assurance it could buy DRAM from CXMT, a firm the Pentagon flags for alleged ties to the Chinese military. The same company, the same week, standing on both sides of the line Washington drew. What pushed Apple to the edge was pure cost. AI data centers have swallowed the world's memory supply and prices have rocketed. When Apple finally raised MacBook and iPad prices to cope, investors erased 263 billion dollars from its value in a single trading day, its worst since April of last year. The squeeze became unbearable, so the company went looking for the one supplier everyone else is warned away from. This is the part the chip war never priced in. Decoupling assumed American firms could afford to pick a side. That holds right up until a shortage gets severe enough that picking a side becomes unaffordable, and AI just found that point. The most valuable company on earth would rather approach the blacklist than keep paying the bill. A memory chip shortage did not just raise the price of a laptop. It bent the security policy of the United States until its flagship company walked up to a line it was told never to touch. Scarcity, it turns out, has no flag.

Shanaka Anslem Perera ⚡

2,191,937 Aufrufe • vor 2 Monaten