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🚨 Elon Musk's reported Terafab project could be bigger than most people realize. 👀 Jo Bhakdi says the planned Tesla-SpaceX facility could reach 100 million square feet, about 10 times larger than Giga Texas, with a goal of producing around 1 terawatt of AI chips per year. He also... show more

Herbert Ong

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23,227 次观看 • 2 个月前 •via X (Twitter)

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🚨 Elon Musk may be building something much bigger than most investors realize! According to the analysis, Tesla and SpaceX now have 7 major factory projects underway with more than $200 billion in combined CapEx planned or in progress. These projects span AI chips, AI training clusters, satellite production, Starship manufacturing, Optimus robots, and Megapack energy storage. The bigger idea isn't just making products. It's building the infrastructure that powers AI, energy, transportation, robotics, and communications at scale. If even part of this vision succeeds, Tesla and SpaceX could end up reshaping multiple industries at the same time. $TSLA $SPCX

🚨 Elon Musk may be building something much bigger than most investors realize! According to the analysis, Tesla and SpaceX now have 7 major factory projects underway with more than $200 billion in combined CapEx planned or in progress. These projects span AI chips, AI training clusters, satellite production, Starship manufacturing, Optimus robots, and Megapack energy storage. The bigger idea isn't just making products. It's building the infrastructure that powers AI, energy, transportation, robotics, and communications at scale. If even part of this vision succeeds, Tesla and SpaceX could end up reshaping multiple industries at the same time. $TSLA $SPCX

Herbert Ong

58,370 次观看 • 1 个月前

Terafab will be built in Grimes County, Texas In April, we broke ground on our research fab on the North Campus of Giga Texas – the precursor to Terafab. Both Tesla & SpaceX will need far more chips than current & future global production can supply. This is why we're building the largest chip manufacturing facility ever, with the goal of producing over 1 terawatt of compute per year The future is built in Texas

Terafab will be built in Grimes County, Texas In April, we broke ground on our research fab on the North Campus of Giga Texas – the precursor to Terafab. Both Tesla & SpaceX will need far more chips than current & future global production can supply. This is why we're building the largest chip manufacturing facility ever, with the goal of producing over 1 terawatt of compute per year The future is built in Texas

Tesla

5,658,404 次观看 • 7 天前

🚨 NEWS: Tesla Picks Texas for Terafab Tesla’s massive Terafab will be built in Grimes County, Texas, with a goal of becoming the largest chip manufacturing facility ever built. With Tesla and SpaceX expecting chip demand to outgrow global supply, Terafab is targeting over 1 terawatt of compute per year. The research fab already underway at Giga Texas will serve as its precursor. $TSLA $SPCX

🚨 NEWS: Tesla Picks Texas for Terafab Tesla’s massive Terafab will be built in Grimes County, Texas, with a goal of becoming the largest chip manufacturing facility ever built. With Tesla and SpaceX expecting chip demand to outgrow global supply, Terafab is targeting over 1 terawatt of compute per year. The research fab already underway at Giga Texas will serve as its precursor. $TSLA $SPCX

Herbert Ong

44,302 次观看 • 7 天前

The TeraFab Scale To reach a terawatt of AI compute output per year, SpaceX needs a chip factory at a scale that does not exist. That is the TeraFab. Elon Musk on the size: ~ 100 million square feet of factory floor ~ 10x larger than the entire Tesla Gigafactory Texas ~ Designed to produce one billion full-reticle chip equivalents per year ~ Each chip producing roughly one kilowatt of compute For context, current global AI chip manufacturing tops out at around 100 gigawatts per year of total compute. The TeraFab is built for 1000 gigawatts. That is 10 times the current global capacity, from a single facility.

The TeraFab Scale To reach a terawatt of AI compute output per year, SpaceX needs a chip factory at a scale that does not exist. That is the TeraFab. Elon Musk on the size: ~ 100 million square feet of factory floor ~ 10x larger than the entire Tesla Gigafactory Texas ~ Designed to produce one billion full-reticle chip equivalents per year ~ Each chip producing roughly one kilowatt of compute For context, current global AI chip manufacturing tops out at around 100 gigawatts per year of total compute. The TeraFab is built for 1000 gigawatts. That is 10 times the current global capacity, from a single facility.

Tesla Owners Silicon Valley

24,375 次观看 • 7 天前

What if Tesla and SpaceX are really building one giant infrastructure platform? 👀 Cern Basher points out that together they could provide energy, internet, transportation, AI, robotics, security, and even future space-based computing. Think Starlink, Megapacks, Robotaxis, Optimus, Grok, Starshield, and orbital data centers all working together! Big idea: Tesla and SpaceX may not just be building products, they may be building the operating system for the future. $TSLA $SPCX

What if Tesla and SpaceX are really building one giant infrastructure platform? 👀 Cern Basher points out that together they could provide energy, internet, transportation, AI, robotics, security, and even future space-based computing. Think Starlink, Megapacks, Robotaxis, Optimus, Grok, Starshield, and orbital data centers all working together! Big idea: Tesla and SpaceX may not just be building products, they may be building the operating system for the future. $TSLA $SPCX

Herbert Ong

36,183 次观看 • 2 个月前

TESLA AND SPACEX WILL INVEST $16.8B TO START BUILDING ‘TERAFAB’ CHIP FACTORY IN TEXAS Tesla and SpaceX said Thursday that “Terafab,” the advanced chip factory they are jointly developing, will be built in Grimes County, Texas, outside Houston, and that they will make an initial investment of $16.8 billion in the project. The factory will be “the largest and most valuable building on Earth by far,” Elon Musk, CEO of both companies, wrote in a post on Thursday. More than 100 million square feet of manufacturing space is planned for the facility, according to SpaceX. Full article:

TESLA AND SPACEX WILL INVEST $16.8B TO START BUILDING ‘TERAFAB’ CHIP FACTORY IN TEXAS Tesla and SpaceX said Thursday that “Terafab,” the advanced chip factory they are jointly developing, will be built in Grimes County, Texas, outside Houston, and that they will make an initial investment of $16.8 billion in the project. The factory will be “the largest and most valuable building on Earth by far,” Elon Musk, CEO of both companies, wrote in a post on Thursday. More than 100 million square feet of manufacturing space is planned for the facility, according to SpaceX. Full article:

FXHedge

25,191 次观看 • 7 天前

What if the biggest story for Tesla and SpaceX isn't Robotaxi anymore? Brian Wang nextbigfuture argues it could be AI! Tesla is growing FSD, Cybercab, Optimus, and its energy business, while SpaceX is quickly building an AI compute business with reported deals involving Anthropic, Google, and Reflection AI. If AI revenue grows faster than Robotaxi revenue, it could change how investors value both companies, and even affect how a future Tesla-SpaceX deal might be viewed! The question may no longer be who wins the Robotaxi race. It may be who builds the biggest AI business. 🔥 $TSLA $SPCX

What if the biggest story for Tesla and SpaceX isn't Robotaxi anymore? Brian Wang nextbigfuture argues it could be AI! Tesla is growing FSD, Cybercab, Optimus, and its energy business, while SpaceX is quickly building an AI compute business with reported deals involving Anthropic, Google, and Reflection AI. If AI revenue grows faster than Robotaxi revenue, it could change how investors value both companies, and even affect how a future Tesla-SpaceX deal might be viewed! The question may no longer be who wins the Robotaxi race. It may be who builds the biggest AI business. 🔥 $TSLA $SPCX

Herbert Ong

79,637 次观看 • 1 个月前

tesla is merging with spaceX. this announcement did all but confirm it. a multi-trillion dollar space/ai/robotics GIANT, a moon settlement and at the heart of it - the Terafab - here's why this is nuts: - tesla plans to ship 1-10 BILLION robots PER year. problem: global chip capacity is shit, doesn't scale. - Tesla's 'Terafab' will produce 1 TERAwatt of compute. 80% of that will go to outer-space to train AI (grok) via spaceX - terafab will make 2 AI chips: 1 for humanoid robots/cars and 1 for AI datacenters in space. - by housing everything under 1 roof - chip production speeds up by an order of magnitude. unbeatable. - moon settlement: the sun doesn't set in space. solar power is 5X larger in low-orbit space. much more on the moon (24/7 too!) - so elon will build a moon settlement! there is ZERO chance tesla survives without spaceX transporting these ai chips. elon estimates training AI in space will be CHEAPER THAN ON EARTH in 2-3 years. insane. (heres the full announcement if you wanna watch)

tesla is merging with spaceX. this announcement did all but confirm it. a multi-trillion dollar space/ai/robotics GIANT, a moon settlement and at the heart of it - the Terafab - here's why this is nuts: - tesla plans to ship 1-10 BILLION robots PER year. problem: global chip capacity is shit, doesn't scale. - Tesla's 'Terafab' will produce 1 TERAwatt of compute. 80% of that will go to outer-space to train AI (grok) via spaceX - terafab will make 2 AI chips: 1 for humanoid robots/cars and 1 for AI datacenters in space. - by housing everything under 1 roof - chip production speeds up by an order of magnitude. unbeatable. - moon settlement: the sun doesn't set in space. solar power is 5X larger in low-orbit space. much more on the moon (24/7 too!) - so elon will build a moon settlement! there is ZERO chance tesla survives without spaceX transporting these ai chips. elon estimates training AI in space will be CHEAPER THAN ON EARTH in 2-3 years. insane. (heres the full announcement if you wanna watch)

Ejaaz

163,328 次观看 • 4 个月前

Important numbers from Terafab announcement: More than $16.8 billion — first-phase investment from SpaceX and Tesla. 3,000+ new jobs — expected to be created. $30 million — Texas Enterprise Fund grant. 100 million square feet — planned Terafab size, around 9.3 million square meters. 10 million square feet — size listed for Tesla’s Giga Texas factory. 10× larger — Terafab compared with Giga Texas by the website’s stated floor areas. More than 1 TW per year — targeted Terafab compute output. 1,000 GW / 1 trillion watts — equivalent to 1 TW. 0.5 TW — current annual U.S. consumption shown for comparison. 2× current U.S. consumption — Terafab’s targeted annual output. More than 1 TW — projected combined chip demand from SpaceX and Tesla. 1 billion Optimus robots — long-term scale envisioned for robots doing the work. 10 million tons per year — targeted mass launched into orbit. More than 1 TW of solar power — required for the orbital-compute vision.

Important numbers from Terafab announcement: More than $16.8 billion — first-phase investment from SpaceX and Tesla. 3,000+ new jobs — expected to be created. $30 million — Texas Enterprise Fund grant. 100 million square feet — planned Terafab size, around 9.3 million square meters. 10 million square feet — size listed for Tesla’s Giga Texas factory. 10× larger — Terafab compared with Giga Texas by the website’s stated floor areas. More than 1 TW per year — targeted Terafab compute output. 1,000 GW / 1 trillion watts — equivalent to 1 TW. 0.5 TW — current annual U.S. consumption shown for comparison. 2× current U.S. consumption — Terafab’s targeted annual output. More than 1 TW — projected combined chip demand from SpaceX and Tesla. 1 billion Optimus robots — long-term scale envisioned for robots doing the work. 10 million tons per year — targeted mass launched into orbit. More than 1 TW of solar power — required for the orbital-compute vision.

DogeDesigner

170,236 次观看 • 7 天前

today, intel announced that it will join terafab. terafab started in march as a chip project in austin backed by tesla, spacex, and xai, with the goal of combining logic, memory, and advanced packaging to reach 1 terawatt of compute each year. that gives terafab deeper semiconductor capability as it pushes toward future ai, robotics, and space infrastructure.

today, intel announced that it will join terafab. terafab started in march as a chip project in austin backed by tesla, spacex, and xai, with the goal of combining logic, memory, and advanced packaging to reach 1 terawatt of compute each year. that gives terafab deeper semiconductor capability as it pushes toward future ai, robotics, and space infrastructure.

tetsuo

14,987 次观看 • 4 个月前

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’

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’

Chris

65,896 次观看 • 7 天前

🚨 A successful SpaceX IPO could become the biggest catalyst for $TSLA stock this year 👀 Larry Goldberg says Tesla may not need a fully scaled Robotaxi network for the stock to move higher, investors may just need to realize unsupervised Robotaxis are actually coming. A SpaceX IPO could also shift attention back to the bigger “Muskonomy” story and how Tesla + SpaceX may be more connected than most people think. 🚀

🚨 A successful SpaceX IPO could become the biggest catalyst for $TSLA stock this year 👀 Larry Goldberg says Tesla may not need a fully scaled Robotaxi network for the stock to move higher, investors may just need to realize unsupervised Robotaxis are actually coming. A SpaceX IPO could also shift attention back to the bigger “Muskonomy” story and how Tesla + SpaceX may be more connected than most people think. 🚀

Herbert Ong

48,526 次观看 • 3 个月前

Elon Musk unveils plans for a Tesla and SpaceX factory the size of a small city Tesla and SpaceX plan to build the giant Terafab facility in Texas, covering around 9.3 million square meters near Houston. The companies want to manufacture chips and microchips there for cars and robots. If built at the announced scale, Terafab would become the largest building in the world. The project is estimated to cost around $119 billion. SpaceX says it plans to reduce the environmental impact by using reservoir water instead of groundwater, building its own wastewater treatment facilities, and using recycled materials wherever possible. Construction timelines have not yet been announced.

Elon Musk unveils plans for a Tesla and SpaceX factory the size of a small city Tesla and SpaceX plan to build the giant Terafab facility in Texas, covering around 9.3 million square meters near Houston. The companies want to manufacture chips and microchips there for cars and robots. If built at the announced scale, Terafab would become the largest building in the world. The project is estimated to cost around $119 billion. SpaceX says it plans to reduce the environmental impact by using reservoir water instead of groundwater, building its own wastewater treatment facilities, and using recycled materials wherever possible. Construction timelines have not yet been announced.

NEXTA

45,484 次观看 • 4 天前

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS $SPCX WILL BECOME THE BIGGEST RETAIL OPPORTUNITY OF THIS CYCLE. In 2016, Tesla acquired SolarCity. Over the next five years, $TSLA pumped 3,320%. $10,000 → $332,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after acquiring xAI. → SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure → Tesla brings autonomous driving, robotics, energy, and public-market liquidity → Together, they could create one of the most powerful AI ecosystems in the world This could become one of the BIGGEST events in modern stock market history. And the setup is much larger than SolarCity. Most people will ignore it until the move has already happened. But not my followers. Follow and turn notifications on. I’ll post the opportunity BEFORE everyone starts talking about it.

🚨 WARNING: 99% OF PEOPLE WILL MISS THIS $SPCX WILL BECOME THE BIGGEST RETAIL OPPORTUNITY OF THIS CYCLE. In 2016, Tesla acquired SolarCity. Over the next five years, $TSLA pumped 3,320%. $10,000 → $332,000 Now SpaceX plans to merge with Tesla. But this is NOT just a space merger. SpaceX is now an AI company after acquiring xAI. → SpaceX brings xAI, Grok, Starlink, satellites, and global data infrastructure → Tesla brings autonomous driving, robotics, energy, and public-market liquidity → Together, they could create one of the most powerful AI ecosystems in the world This could become one of the BIGGEST events in modern stock market history. And the setup is much larger than SolarCity. Most people will ignore it until the move has already happened. But not my followers. Follow and turn notifications on. I’ll post the opportunity BEFORE everyone starts talking about it.

Wimar.X

228,363 次观看 • 24 天前

🚨Elon Just Announced Something Way Bigger Than Tesla (Terafab Announcement Supercut) 00:00 Big Announcement Tease 00:41 Vision for Galactic Future 05:11 Terawatt Project Partners 08:40 Terafab Decision and Location 10:12 Inside the Advanced Fab 13:32 Why AI Compute Goes to Space 15:27 Beyond Terafab Moon Mass Driver 17:11 Abundance and Sci Fi Future $TSLA SpaceX Tesla

🚨Elon Just Announced Something Way Bigger Than Tesla (Terafab Announcement Supercut) 00:00 Big Announcement Tease 00:41 Vision for Galactic Future 05:11 Terawatt Project Partners 08:40 Terafab Decision and Location 10:12 Inside the Advanced Fab 13:32 Why AI Compute Goes to Space 15:27 Beyond Terafab Moon Mass Driver 17:11 Abundance and Sci Fi Future $TSLA SpaceX Tesla

Herbert Ong

182,999 次观看 • 4 个月前

🚨 Tesla just trademarked "Megapod" The filing describes it as modular hardware for AI computing, which has sparked a lot of speculation about what Tesla could be building next. Jeff Lutz 🔋 pointed out that this comes just months after Elon Musk talked about deploying millions of dedicated "Digital Optimus" units at Supercharger locations. If that's the direction Tesla is heading, Superchargers could eventually become more than charging stations. They could also serve as distributed AI hubs powered by Tesla batteries, compute hardware, and potentially even Starlink connectivity. Nothing is confirmed yet, but it's an interesting idea! Most people see a charging network. Tesla may see a future AI infrastructure network. 👀 $TSLA

🚨 Tesla just trademarked "Megapod" The filing describes it as modular hardware for AI computing, which has sparked a lot of speculation about what Tesla could be building next. Jeff Lutz 🔋 pointed out that this comes just months after Elon Musk talked about deploying millions of dedicated "Digital Optimus" units at Supercharger locations. If that's the direction Tesla is heading, Superchargers could eventually become more than charging stations. They could also serve as distributed AI hubs powered by Tesla batteries, compute hardware, and potentially even Starlink connectivity. Nothing is confirmed yet, but it's an interesting idea! Most people see a charging network. Tesla may see a future AI infrastructure network. 👀 $TSLA

Herbert Ong

22,462 次观看 • 1 个月前

🚨 Google and Anthropic are reportedly paying SpaceX more than $2.1 billion per month for AI compute capacity That's a revenue run rate of roughly $26 billion per year! Jeff Lutz 🔋 says the bigger story isn't the money. It's that some of the world's leading AI companies are choosing SpaceX to power their AI ambitions. A few years ago, SpaceX was known for rockets. Today, it may be becoming one of the most important AI infrastructure companies in the world. 🚀 $SPCX

🚨 Google and Anthropic are reportedly paying SpaceX more than $2.1 billion per month for AI compute capacity That's a revenue run rate of roughly $26 billion per year! Jeff Lutz 🔋 says the bigger story isn't the money. It's that some of the world's leading AI companies are choosing SpaceX to power their AI ambitions. A few years ago, SpaceX was known for rockets. Today, it may be becoming one of the most important AI infrastructure companies in the world. 🚀 $SPCX

Herbert Ong

33,815 次观看 • 2 个月前

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

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

Herbert Ong

29,062 次观看 • 4 天前

🚨 Ron Baron says don’t assume Tesla and SpaceX will merge 👀 Jeff Lutz 🔋 says Baron believes there are good and bad reasons to combine the companies, but nobody really knows what Elon Musk will do. Baron also thinks SpaceX could someday be worth $10T–$30T+, while Starlink alone could become a $14T–$15T business through global internet and AI infrastructure. He reportedly plans to buy $1B of SpaceX shares during the IPO. 🚀 $SPCX $TSLA

🚨 Ron Baron says don’t assume Tesla and SpaceX will merge 👀 Jeff Lutz 🔋 says Baron believes there are good and bad reasons to combine the companies, but nobody really knows what Elon Musk will do. Baron also thinks SpaceX could someday be worth $10T–$30T+, while Starlink alone could become a $14T–$15T business through global internet and AI infrastructure. He reportedly plans to buy $1B of SpaceX shares during the IPO. 🚀 $SPCX $TSLA

Herbert Ong

40,256 次观看 • 2 个月前