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"Once you understand Kardashev Scale, it becomes utterly obvious that essentially all energy generation will be solar. A relatively small corner of Texas or New Mexico can easily serve all US electricity." 一 Elon Musk

203,635 Aufrufe • vor 4 Monaten •via X (Twitter)

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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.

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🚨NEWS: TRUMP CAMP SOFTENS ON SOLAR POWER – SHIFT DRIVEN BY ENERGY SECURITY & MUSK’S INFLUENCE 🇺🇸 $TSLA ✅ Recent Pro-Solar Signals from Trump-Aligned Figures • Katie Miller (“MAGA Mom” podcaster): Posted on X that “solar is the energy of the future” and “solar is more important to America than coal” • U.S. Energy Secretary Chris Wright: Recently acknowledged solar’s commercial role in adding affordable, reliable energy to the grid • Nevada Republican Governor Joe Lombardo: Revived three blocked solar projects (Libra Solar, Dry Lake East, Boulder Solar III) that the Trump administration had previously halted • President Trump: Shared a podcast clip on Truth Social in January stating solar reduces electricity bills for Americans ✅ Broader Context & Contrast • Last year, Trump called renewable energy a “green scam” • Current shift is not driven by climate change or environmental concerns • Primary motivations: U.S. energy security, grid reliability, and reducing electricity costs • Solar is now viewed as a practical part of the energy mix – especially subsidy-free, price-competitive utility-scale solar ✅ Key Accelerators of the Change • Elon Musk’s announcement of massive U.S. solar manufacturing expansion (targeting 200 GW annual capacity – far exceeding current U.S. installation rate of 40–50 GW/year) • Musk’s close alignment with Trump circle (former DOGE co-lead) makes pro-solar stance easier for Trump allies to adopt • Ongoing U.S.-Iran conflict highlighting fossil fuel price volatility and energy supply risks ✅ Market & Policy Implications • Rising oil & gas prices from Middle East tensions increase attractiveness of renewables • Trump administration appears to be moving toward pragmatic energy policy that embraces solar for cost reduction and grid stability – especially as AI/data center power demand surges

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