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Ever wonder how Elon could actually fund something as massive as the $119B Terafab? Cern Basher thinks Jensen Huang may have just given us a clue! NVIDIA is working with Apollo, BlackRock, Blackstone, Goldman and KKR to bring $500B+ of outside capital into AI infrastructure. The idea is pretty...

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Herbert Ong

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48,932 просмотров • 17 дней назад •via X (Twitter)

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AI compute might be turning into a whole new asset class! Cern Basher makes an interesting point: the AI buildout is getting way too expensive for tech companies to fund everything themselves. That’s where Wall Street comes in. Pension funds, insurers and big investment firms could finance the AI factories, while companies pay to use the compute they produce. Basically, finance AI infrastructure like we already finance airports, power plants and real estate. If that model takes off, it could change how Tesla, SpaceX and the rest of the AI industry fund the next massive wave of compute. $TSLA $SPCX
4:25

AI compute might be turning into a whole new asset class! Cern Basher makes an interesting point: the AI buildout is getting way too expensive for tech companies to fund everything themselves. That’s where Wall Street comes in. Pension funds, insurers and big investment firms could finance the AI factories, while companies pay to use the compute they produce. Basically, finance AI infrastructure like we already finance airports, power plants and real estate. If that model takes off, it could change how Tesla, SpaceX and the rest of the AI industry fund the next massive wave of compute. $TSLA $SPCX

Herbert Ong

11,805 просмотров • 16 дней назад

Jensen Huang was live with Goldman Sachs, BlackRock, Blackstone, KKR, Brookfield and Apollo explaining the thinking behind the $500B AI financing push. He says “in AI, compute is revenue” meaning GPUs can increasingly be financed like infrastructure because they’re broadly adopted, transferable across customers and workloads while CUDA helps extend their useful life. That’s what makes the deal significant since $NVDA is trying to turn AI compute into an underwritable asset class capable of supporting hundreds of billions in capital.
1:46

Jensen Huang was live with Goldman Sachs, BlackRock, Blackstone, KKR, Brookfield and Apollo explaining the thinking behind the $500B AI financing push. He says “in AI, compute is revenue” meaning GPUs can increasingly be financed like infrastructure because they’re broadly adopted, transferable across customers and workloads while CUDA helps extend their useful life. That’s what makes the deal significant since $NVDA is trying to turn AI compute into an underwritable asset class capable of supporting hundreds of billions in capital.

Shay Boloor

202,058 просмотров • 21 дней назад

The Tesla-SpaceX merger discussion isn't going away. CyberBull$ pointed to potential synergies in AI, GPUs, Terafab, energy, and compute as reasons some investors think the two companies could eventually come closer together. What's interesting is that neither Elon Musk nor Gwynne Shotwell has directly ruled out the possibility, which continues to fuel speculation. That said: this isn't about saying a merger should happen. Any deal would depend on valuation, terms, and whether it creates value for shareholders. The real takeaway is simpler: Tesla and SpaceX are already becoming more connected through AI, compute, and infrastructure. Whether they merge or not, the overlap between the two companies keeps growing. $TSLA $SPCX ----------------- Cyberbulls E196 🐂 The Bulls: Jeff Lutz Jeff Lutz 🔋 Cern Basher Cern Basher Larry Goldberg Larry Goldberg
4:46

The Tesla-SpaceX merger discussion isn't going away. CyberBull$ pointed to potential synergies in AI, GPUs, Terafab, energy, and compute as reasons some investors think the two companies could eventually come closer together. What's interesting is that neither Elon Musk nor Gwynne Shotwell has directly ruled out the possibility, which continues to fuel speculation. That said: this isn't about saying a merger should happen. Any deal would depend on valuation, terms, and whether it creates value for shareholders. The real takeaway is simpler: Tesla and SpaceX are already becoming more connected through AI, compute, and infrastructure. Whether they merge or not, the overlap between the two companies keeps growing. $TSLA $SPCX ----------------- Cyberbulls E196 🐂 The Bulls: Jeff Lutz Jeff Lutz 🔋 Cern Basher Cern Basher Larry Goldberg Larry Goldberg

Herbert Ong

18,719 просмотров • 2 месяцев назад

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
18:36

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

30,776 просмотров • 23 дней назад

🚨 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 highlighted Elon’s vision for AI in space, with plans to rapidly increase compute power in orbit over the next few years. If these plans become reality, SpaceX and Tesla may not just be building products. They could be building the infrastructure that powers the future of AI. $TSLA $SPCX
6:33

🚨 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 highlighted Elon’s vision for AI in space, with plans to rapidly increase compute power in orbit over the next few years. If these plans become reality, SpaceX and Tesla may not just be building products. They could be building the infrastructure that powers the future of AI. $TSLA $SPCX

Herbert Ong

23,227 просмотров • 2 месяцев назад

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
1:14

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 просмотров • 2 месяцев назад

🇺🇸 Elon confirms the “Terafab” model links xAI, SpaceX, and Tesla to scale chips, energy, and factories together, aiming for terawatt-level compute output. The idea is to control the full stack: chip design, manufacturing, power generation, and deployment, with most compute eventually supporting space-based systems. So it’s like a feedback loop, more factories build more chips, which train better AI, which then designs even better factories. Because why build a factory… when you can try to build the entire stack. Source: Elon Musk Tesla
1:45

🇺🇸 Elon confirms the “Terafab” model links xAI, SpaceX, and Tesla to scale chips, energy, and factories together, aiming for terawatt-level compute output. The idea is to control the full stack: chip design, manufacturing, power generation, and deployment, with most compute eventually supporting space-based systems. So it’s like a feedback loop, more factories build more chips, which train better AI, which then designs even better factories. Because why build a factory… when you can try to build the entire stack. Source: Elon Musk Tesla

Mario Nawfal

152,538 просмотров • 5 месяцев назад

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 stuck in a local minima in AI hardware and I’m excited to see a big ambitious R&D effort to try and break out. Here’s the meat of the Terafab announcement where he describes what makes it different from all other AI hardware efforts.
1:39

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 stuck in a local minima in AI hardware and I’m excited to see a big ambitious R&D effort to try and break out. Here’s the meat of the Terafab announcement where he describes what makes it different from all other AI hardware efforts.

Phil Trubey

26,251 просмотров • 5 месяцев назад

🚀 Elon Musk has confirmed STARMIND as the name of SpaceX's future AI satellite network. FutureAzA says this is just one piece of a much bigger strategy. SpaceX is rapidly building an AI compute business, with reported customers including Google, Anthropic, and Reflection AI. The Reflection agreement alone is reportedly worth up to $6.3 billion through 2029. At the same time, Tesla continues expanding its energy business with a 25 GWh storage agreement through NatPower and a new partnership with Sunrun and Renew Home to help power AI infrastructure. AI, energy, compute, and space are starting to come together into one ecosystem. The more you zoom out, the more connected Tesla and SpaceX begin to look. $TSLA $SPCX
1:20

🚀 Elon Musk has confirmed STARMIND as the name of SpaceX's future AI satellite network. FutureAzA says this is just one piece of a much bigger strategy. SpaceX is rapidly building an AI compute business, with reported customers including Google, Anthropic, and Reflection AI. The Reflection agreement alone is reportedly worth up to $6.3 billion through 2029. At the same time, Tesla continues expanding its energy business with a 25 GWh storage agreement through NatPower and a new partnership with Sunrun and Renew Home to help power AI infrastructure. AI, energy, compute, and space are starting to come together into one ecosystem. The more you zoom out, the more connected Tesla and SpaceX begin to look. $TSLA $SPCX

Herbert Ong

15,014 просмотров • 2 месяцев назад

ELON MUSK ON A TESLA–SPACEX MERGER: Elon was asked whether the growing synergies between Tesla and SpaceX could eventually lead to the companies combining. He said the companies are collaborating across many areas, with “more and more overlap,” especially around the massive Terafab project. Elon did not confirm any merger, adding that such a move would need to go through the appropriate legal process.
0:40

ELON MUSK ON A TESLA–SPACEX MERGER: Elon was asked whether the growing synergies between Tesla and SpaceX could eventually lead to the companies combining. He said the companies are collaborating across many areas, with “more and more overlap,” especially around the massive Terafab project. Elon did not confirm any merger, adding that such a move would need to go through the appropriate legal process.

DogeDesigner

106,298 просмотров • 1 месяц назад

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
4:27

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 просмотров • 3 месяцев назад

🚨 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
0:53

🚨 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 просмотров • 26 дней назад

Elon Musk explains Tesla’s new Megapod concept for scaling distributed AI compute: “We’re building a Megapod design that pairs Tesla AI4 computers with x86 systems in a box...essentially digital Optimus in a box Similar to how Megapack packages batteries, a Megapod would combine a large number of AI4 and x86 systems inside one deployable unit These boxes could be placed anywhere across the country or outside the country allowing us to scale AI compute using distributed electricity production There is power available all around the world, including at our Supercharger sites. We have something like 7 gigawatts of power across the Supercharger network, and that continues to grow We could place Megapods at many of these locations and use that distributed power for AI compute I think that could be quite a big deal” Instead of relying entirely on enormous centralized data centers, Tesla could deploy modular AI-compute infrastructure wherever sufficient power is already available
1:23

Elon Musk explains Tesla’s new Megapod concept for scaling distributed AI compute: “We’re building a Megapod design that pairs Tesla AI4 computers with x86 systems in a box...essentially digital Optimus in a box Similar to how Megapack packages batteries, a Megapod would combine a large number of AI4 and x86 systems inside one deployable unit These boxes could be placed anywhere across the country or outside the country allowing us to scale AI compute using distributed electricity production There is power available all around the world, including at our Supercharger sites. We have something like 7 gigawatts of power across the Supercharger network, and that continues to grow We could place Megapods at many of these locations and use that distributed power for AI compute I think that could be quite a big deal” Instead of relying entirely on enormous centralized data centers, Tesla could deploy modular AI-compute infrastructure wherever sufficient power is already available

X Freeze

17,025 просмотров • 1 месяц назад

Many still don’t understand why Elon is building Terafab Terafab is an extension to all the chip makers in the world It’s not about replacement, not a rivalry and absolutely not competing It’s being built to fulfill the massive chip orders that Tesla, SpaceX and xAI actually need TSMC’s most advanced 2nm capacity is totally booked through 2028 Tesla signed a massive $16.5 billion deal with Samsung back in July 2025 to produce AI6 chips at their Taylor, Texas factory and Samsung is building a Tesla Exclusive chip manufacturing plant to full fill this orders When Elon announced Terafab on March 21, 2026...he made it clear: “That rate is much less than we’d like. We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab” He basically told the chip makers: “Produce as much as you comfortably can. We will take them all. Actually we want even more” Even today Elon said: "SpaceX/Tesla will be always be major customers of TSMC and not competitors in the normal sense of the word" Current production rates are much less than they need....That’s why Terafab exists Terafab is an extension to every chip maker… not competition, not rivalry, absolutely not Even Intel has joined as a partner Even if chip supply improves, massive bottlenecks still exist with memory and advanced packaging You simply can't risk those supply chain breaks at this scale That’s why Terafab is being built to vertically integrate everything - chips, memory, advanced packaging all under one roof, targeting 1 terawatt of AI compute capacity per year This is a ludicrous amount of chips that no chipmaker currently produces at this scale. I don't think even TSMC and Samsung truly understand these numbers yet It’s about building the capacity the future actually demands
0:36

Many still don’t understand why Elon is building Terafab Terafab is an extension to all the chip makers in the world It’s not about replacement, not a rivalry and absolutely not competing It’s being built to fulfill the massive chip orders that Tesla, SpaceX and xAI actually need TSMC’s most advanced 2nm capacity is totally booked through 2028 Tesla signed a massive $16.5 billion deal with Samsung back in July 2025 to produce AI6 chips at their Taylor, Texas factory and Samsung is building a Tesla Exclusive chip manufacturing plant to full fill this orders When Elon announced Terafab on March 21, 2026...he made it clear: “That rate is much less than we’d like. We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab” He basically told the chip makers: “Produce as much as you comfortably can. We will take them all. Actually we want even more” Even today Elon said: "SpaceX/Tesla will be always be major customers of TSMC and not competitors in the normal sense of the word" Current production rates are much less than they need....That’s why Terafab exists Terafab is an extension to every chip maker… not competition, not rivalry, absolutely not Even Intel has joined as a partner Even if chip supply improves, massive bottlenecks still exist with memory and advanced packaging You simply can't risk those supply chain breaks at this scale That’s why Terafab is being built to vertically integrate everything - chips, memory, advanced packaging all under one roof, targeting 1 terawatt of AI compute capacity per year This is a ludicrous amount of chips that no chipmaker currently produces at this scale. I don't think even TSMC and Samsung truly understand these numbers yet It’s about building the capacity the future actually demands

X Freeze

53,291 просмотров • 4 месяцев назад

BREAKING: Elon Musk says Google and Anthropic are leasing AI compute from SpaceX amid a growing power shortage, adding that SpaceX has brought AI compute online better than anyone else so far. “Even before next year, there are challenges with power, which is why Google, Anthropic and many other companies are leasing compute from SpaceX. We’ve been able to bring AI compute online better than anyone else so far. Constructing our own power plants is the only way we were able to do it”
1:29

BREAKING: Elon Musk says Google and Anthropic are leasing AI compute from SpaceX amid a growing power shortage, adding that SpaceX has brought AI compute online better than anyone else so far. “Even before next year, there are challenges with power, which is why Google, Anthropic and many other companies are leasing compute from SpaceX. We’ve been able to bring AI compute online better than anyone else so far. Constructing our own power plants is the only way we were able to do it”

DogeDesigner

1,339,343 просмотров • 4 часов назад

Is uranium the future of AI? As demand for cloud computing and AI models continues to explode, the real bottleneck is becoming power. That’s what led me to start looking at nuclear energy and uranium. Small modular reactors could become a major part of the solution, and if AI keeps demanding more electricity, the commodities that power that infrastructure could become just as important as the chips themselves.
1:16

Is uranium the future of AI? As demand for cloud computing and AI models continues to explode, the real bottleneck is becoming power. That’s what led me to start looking at nuclear energy and uranium. Small modular reactors could become a major part of the solution, and if AI keeps demanding more electricity, the commodities that power that infrastructure could become just as important as the chips themselves.

Kevin O'Leary aka Mr. Wonderful

34,874 просмотров • 12 дней назад

🚨 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
18:11

🚨 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 просмотров • 2 месяцев назад

Tesla’s 2030 story could end up being way bigger than cars! ARK’s Tasha Keeney sees robotaxis as a $30T+ opportunity, and Tesla already has two big advantages: manufacturing scale and billions of miles of real-world driving data. Then you add Optimus and potentially AI compute in space through the Tesla–SpaceX Terafab plans. Robotaxis. Humanoid robots. Orbital AI. Three huge bets, all potentially starting to come together before the end of the decade. $TSLA $SPCX
3:40

Tesla’s 2030 story could end up being way bigger than cars! ARK’s Tasha Keeney sees robotaxis as a $30T+ opportunity, and Tesla already has two big advantages: manufacturing scale and billions of miles of real-world driving data. Then you add Optimus and potentially AI compute in space through the Tesla–SpaceX Terafab plans. Robotaxis. Humanoid robots. Orbital AI. Three huge bets, all potentially starting to come together before the end of the decade. $TSLA $SPCX

Herbert Ong

53,297 просмотров • 18 дней назад

SPACEX IS SUCKING UP CAPITAL ACROSS THE MARKET As $SPCX keeps climbing, investors may be trimming other tech positions to make room for it. That could help explain today's pullback in tech. Investors need to fund SpaceX purchases from somewhere, and some of that capital may be coming from existing tech holdings.
1:13

SPACEX IS SUCKING UP CAPITAL ACROSS THE MARKET As $SPCX keeps climbing, investors may be trimming other tech positions to make room for it. That could help explain today's pullback in tech. Investors need to fund SpaceX purchases from somewhere, and some of that capital may be coming from existing tech holdings.

CryptosRus

17,642 просмотров • 2 месяцев назад

SpaceX ($SPCX) has acquired Cursor for $60 billion. Just months ago, Jensen Huang highlighted Cursor as his favorite enterprise AI service, noting that NVIDIA engineers use it extensively and that it has significantly boosted productivity. Cursor has become one of the fastest-growing AI coding platforms in the world. With this acquisition, Elon Musk is doubling down on the future of AI-powered software development. He's not just competing in AI. He's building the entire ecosystem. Elon Musk
0:28

SpaceX ($SPCX) has acquired Cursor for $60 billion. Just months ago, Jensen Huang highlighted Cursor as his favorite enterprise AI service, noting that NVIDIA engineers use it extensively and that it has significantly boosted productivity. Cursor has become one of the fastest-growing AI coding platforms in the world. With this acquisition, Elon Musk is doubling down on the future of AI-powered software development. He's not just competing in AI. He's building the entire ecosystem. Elon Musk

Tesla Owners Silicon Valley

16,014 просмотров • 2 месяцев назад