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Orbital Factory

Rui Huang

156,825 subscribers

395,687 Aufrufe • vor 7 Monaten •via X (Twitter)

Kunst Wissenschaft & Technologie

Anya Rossi• Live Now

Private livecam show

30 Kommentare

Profilbild von Daily Manhwa Panels

Daily Manhwa Panelsvor 7 Monaten

Visuals like this make you want to live long enough to witness the real thing in the distant future, perhaps a few hundred years from now.

Profilbild von DZ&

DZ&vor 7 Monaten

Does this factory hire people? I'll bring my screwdriver to fix the satellite.

Profilbild von Tristan Cunha

Tristan Cunhavor 7 Monaten

I would love to see your take on The Culture universe. Like ships that are surrounded by many layers of "fields" that represent their real outer skin. There's not a lot of art that really captures the scale and density and activity of a large Contract ship/world. But these really give me that vibe

Profilbild von Miha

Mihavor 7 Monaten

With everything that is going on in the world, don't forget that we still need to be excited about building things.

Profilbild von Triumph—

Triumph—vor 7 Monaten

Can I live to see the world develop like this

Profilbild von Shrijayan

Shrijayanvor 7 Monaten

orbital factories sound cool until you realize we can't even get consistent internet in rural areas but sure let's manufacture stuff in space instead of fixing earth problems first

Profilbild von Reg

Regvor 7 Monaten

if humanity cannot reach this level. We failed @elonmusk list me as a beneficiary and after your time ...I'll take us where we need to go

Profilbild von Second Foundation

Second Foundationvor 7 Monaten

That's right, and no planets. We must build our own worlds, the ones we need, and not adapt to complex planets and needlessly terraform them. Terraforming is a waste of time and resources.

Profilbild von notsure

notsurevor 7 Monaten

It is like the Gutenberg printing press at the Kardashev scale.

Profilbild von Titan

Titanvor 7 Monaten

Love it!

Profilbild von Prateek Tripathi

Prateek Tripathivor 7 Monaten

looks like amazon’s new same-orbit delivery

Profilbild von The Highest Form

The Highest Formvor 7 Monaten

I actually believe this is what our future could look like

Profilbild von Lemeo

Lemeovor 7 Monaten

Look just like Treasure Island but live action

Profilbild von Gabriel

Gabrielvor 7 Monaten

In our fucking dreams we are accomplishing this without AI

Profilbild von Thamer Ossra

Thamer Ossravor 7 Monaten

Remarkable orbital factory... I keep looking "on repeat"

Profilbild von Scarlet

Scarletvor 7 Monaten

This activated my neurons. THIS IS GLORIOUS!

Profilbild von bluff

bluffvor 7 Monaten

K2 coded 👀

Profilbild von Felis Grognardicus

Felis Grognardicusvor 7 Monaten

Oh my god, I only just got it. It’s not a factory in orbit, it’s a factory for Orbitals.

Profilbild von Mosa

Mosavor 7 Monaten

That’s pretty cool

Profilbild von Chantal Natalia

Chantal Nataliavor 7 Monaten

sooner than I would expect ♥️

Profilbild von ۟

۟vor 7 Monaten

so cool

Profilbild von Laughless

Laughlessvor 7 Monaten

As pretty as these visuals are, and they are very pretty, in reality you would not want a large open window in any sort of rotating habitat. You can got to a number of worlds in VR that feature this and the result is always the same, 90-95% of the people will get motion sick.

Profilbild von LeonChen-NV

LeonChen-NVvor 7 Monaten

超大型飞船，需要考虑万有引力。

Profilbild von Michael 🇺🇸

Michael 🇺🇸vor 7 Monaten

Imagine life the humanity could have if AI helped govern and manage our society instead of corrupt politicians stealing our tax $.

Profilbild von Calle / LuckBoxPD

Calle / LuckBoxPDvor 7 Monaten

How to make this😲

Profilbild von Heretic Pope

Heretic Popevor 7 Monaten

That traffic looks extremely dangerous.

Profilbild von Skyhammer

Skyhammervor 7 Monaten

Amazing piece of work.

Profilbild von XҬr3me_🧧

XҬr3me_🧧vor 7 Monaten

Oh Myyyyy🔥🔥

Profilbild von dwasf

dwasfvor 7 Monaten

All robots.

Profilbild von LaGranjaHumanaMX

LaGranjaHumanaMXvor 7 Monaten

and with the Chrono Trigger OST from the Fair, awesome

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Canada's first orbital-class rocket engine is now being manufactured! Our patent pending Hadfield-150 engine is the largest and most powerful rocket engine ever built in Canada, and the first known Canadian orbital-class engine to make it to this stage. The Hadfield-150 builds on everything we learned after years of painstakingly designing, manufacturing, and testing the Hadfield-10 series, our first regeneratively cooled and additively manufactured liquid rocket engine. Every engine test, both successful and unsuccessful on our Darkhorse test stand at Area 66, retired risk that's now carried straight into Hadfield-150 and sovereign orbital launch for Canada. A few details about the Hadfield-150 engine series: ✅ Designed to power Tundra and Tundra+, our light and medium-lift launch vehicles, and built to scale to Tempest, our larger reusable medium lift vehicle ✅ Manufactured entirely in-house, from design to print to test, for true sovereign launch capability ✅ Produced at Rocket Factory 1, on our expanding fleet of metal additive manufacturing systems at the AMA Lab, including the largest known metal 3D printer in Canada ✅ Designed for reusability and medium-lift scale from the outset, and built to significantly cut the time, infrastructure, manufacturing and cost iterative engine testing usually requires, with room to scale to even larger engines by leveraging the same design ✅ Capable of engine-out functionality, so losing one on an early flight doesn't have to mean losing the mission ✅ Optimized for Canada's Launch the North initiative, to deliver sovereign operational capability in a time and cost efficient manner Initial testing starts later this year at our new Blackhawk orbital engine test cell at Area 66, our private test range in Ontario. Stacked, integrated vehicle testing comes later at the Atlantic Spaceport Complex, our spaceport in Newfoundland and Labrador. Stay tuned for some exciting and fiery milestones ahead! 🚀🇨🇦 National Defence Defence Research and Development Canada Canadian Space Agency Transport Canada NGen Canada

NordSpace 🇨🇦

27,777 Aufrufe • vor 2 Monaten

Elon Musk announced a chip factory 10 times the size of Tesla's Gigafactory. The goal is to produce enough AI compute to equal twice the entire electricity consumption of the United States. He called it the Terafab. Here is the number that stopped me cold. The entire global AI chip industry right now is on track to hit around 100 gigawatts per year of compute. Every Nvidia GPU, every Google TPU, every chip from every company on earth combined. 100 gigawatts. Musk wants one factory to produce a terawatt per year. A terawatt is 1,000 gigawatts. Ten times the output of the entire global industry. From a single building. To put the scale in physical terms, the Terafab would need to be around 100 million square feet. You would need Starship point to point transport just to get from one end to the other. But the reason for the scale is not ambition for its own sake. To launch meaningful AI compute into space, you need a billion chips per year running at a kilowatt each. That is not a number the current industry can produce. The Terafab is the only way to get there. The timeline he put out: a gigawatt of space AI compute annualized by end of next year. Then 10x per year from there. 10 gigawatts by year two. 100 gigawatts by year three. A terawatt beyond that. Most people think orbital data centers are a decade away. Musk is building the factory to make them possible by next year.

Elon Musk announced a chip factory 10 times the size of Tesla's Gigafactory. The goal is to produce enough AI compute to equal twice the entire electricity consumption of the United States. He called it the Terafab. Here is the number that stopped me cold. The entire global AI chip industry right now is on track to hit around 100 gigawatts per year of compute. Every Nvidia GPU, every Google TPU, every chip from every company on earth combined. 100 gigawatts. Musk wants one factory to produce a terawatt per year. A terawatt is 1,000 gigawatts. Ten times the output of the entire global industry. From a single building. To put the scale in physical terms, the Terafab would need to be around 100 million square feet. You would need Starship point to point transport just to get from one end to the other. But the reason for the scale is not ambition for its own sake. To launch meaningful AI compute into space, you need a billion chips per year running at a kilowatt each. That is not a number the current industry can produce. The Terafab is the only way to get there. The timeline he put out: a gigawatt of space AI compute annualized by end of next year. Then 10x per year from there. 10 gigawatts by year two. 100 gigawatts by year three. A terawatt beyond that. Most people think orbital data centers are a decade away. Musk is building the factory to make them possible by next year.

Ihtesham Ali

318,691 Aufrufe • vor 3 Monaten

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

171,720 Aufrufe • vor 1 Monat

It’s actually happening: Video footage of construction for SpaceX’s project to put AI Data Centers in orbit These Data Centers in space won’t take up earths resources like electricity and water because they will use solar power and be cooled by space “The SpaceX campus in Bastrop County is pushing for an ambitious project that would build what it's calling the AI1 satellite, a data center in space. There are visible signs construction is underway after the tech company announced this large expansion project where the Starlink facility currently sits it's being called the GigaSat factory — The company plans to launch these satellites into Earth's orbit with SpaceX Starships. The company says this tech will be powered by solar energy, and the cold temperatures in space will keep it from overheating” The goal is large scale meaningful production by the end of 2027, supporting an annualized rate of ~1 GW of orbital AI compute. This means thousands of satellites per year, with even more to scale much higher afterward

It’s actually happening: Video footage of construction for SpaceX’s project to put AI Data Centers in orbit These Data Centers in space won’t take up earths resources like electricity and water because they will use solar power and be cooled by space “The SpaceX campus in Bastrop County is pushing for an ambitious project that would build what it's calling the AI1 satellite, a data center in space. There are visible signs construction is underway after the tech company announced this large expansion project where the Starlink facility currently sits it's being called the GigaSat factory — The company plans to launch these satellites into Earth's orbit with SpaceX Starships. The company says this tech will be powered by solar energy, and the cold temperatures in space will keep it from overheating” The goal is large scale meaningful production by the end of 2027, supporting an annualized rate of ~1 GW of orbital AI compute. This means thousands of satellites per year, with even more to scale much higher afterward

Wall Street Apes

72,007 Aufrufe • vor 1 Monat

$Elon Musk just posted three numbers that should terrify every semiconductor company on Earth. A terawatt of chips. A terawatt of solar. Ten million tons to orbit per year. That is not a product roadmap. That is a species-level engineering ultimatum. Musk: “Build a terawatt of chips, a terawatt of solar, and 10 million tons to orbit per year.” A terawatt is roughly the entire power generation capacity of the United States. He is not asking for a bigger factory. He is asking for a second grid. The name alone tells you the scale. Terafab. Not gigafab. Tera. A thousand times the prefix. A thousand times the ambition. Every chip company on the planet currently begs TSMC for allocation. They wait in line. They negotiate quarters in advance for a fractional increase in supply. Musk looked at that line and started building the factory that makes it extinct. Vertical integration from lithography to packaging. Design to deployment. Under one roof in Texas. But the factory is not the point. The destination is. Most of this output is not staying on the ground. That is where SpaceX turns from a rocket company into the supply chain for orbital compute. You build the chips. You build the solar. You launch them into the vacuum where the Sun never sets and nothing on Earth can compete. The companies optimizing their server racks in Nevada are solving last decade’s problem with last decade’s ceiling. Musk is fusing Tesla, SpaceX, and xAI into a single organism. One builds the energy. One builds the delivery system. One builds the thing they are both feeding. Nobody has ever welded three companies together into a vertical stack like this. Because nobody has ever tried to do what he is actually attempting. Which is not building a chip factory. It is building the industrial base for a civilization that does not end at the atmosphere. And this is what separates Musk from every other CEO alive. He does not manage companies. He runs them like engineering floors where the only thing that matters is whether you can build. No committees. No twelve layers of approval. No political career tracks disguised as leadership. You either ship or you leave. That is why the most talented engineers on the planet keep walking through his doors. Not because the hours are easy. Because the mission is real and the bureaucracy is gone. Every other company on Earth makes you fight the org chart before you fight the problem. Musk deleted the org chart. Musk: “Join us on this journey.” That is the most understated recruiting pitch for the most ambitious project a human being has ever publicly committed to. And he said it the same way he says everything. Like it is already done.$

Elon Musk just posted three numbers that should terrify every semiconductor company on Earth. A terawatt of chips. A terawatt of solar. Ten million tons to orbit per year. That is not a product roadmap. That is a species-level engineering ultimatum. Musk: “Build a terawatt of chips, a terawatt of solar, and 10 million tons to orbit per year.” A terawatt is roughly the entire power generation capacity of the United States. He is not asking for a bigger factory. He is asking for a second grid. The name alone tells you the scale. Terafab. Not gigafab. Tera. A thousand times the prefix. A thousand times the ambition. Every chip company on the planet currently begs TSMC for allocation. They wait in line. They negotiate quarters in advance for a fractional increase in supply. Musk looked at that line and started building the factory that makes it extinct. Vertical integration from lithography to packaging. Design to deployment. Under one roof in Texas. But the factory is not the point. The destination is. Most of this output is not staying on the ground. That is where SpaceX turns from a rocket company into the supply chain for orbital compute. You build the chips. You build the solar. You launch them into the vacuum where the Sun never sets and nothing on Earth can compete. The companies optimizing their server racks in Nevada are solving last decade’s problem with last decade’s ceiling. Musk is fusing Tesla, SpaceX, and xAI into a single organism. One builds the energy. One builds the delivery system. One builds the thing they are both feeding. Nobody has ever welded three companies together into a vertical stack like this. Because nobody has ever tried to do what he is actually attempting. Which is not building a chip factory. It is building the industrial base for a civilization that does not end at the atmosphere. And this is what separates Musk from every other CEO alive. He does not manage companies. He runs them like engineering floors where the only thing that matters is whether you can build. No committees. No twelve layers of approval. No political career tracks disguised as leadership. You either ship or you leave. That is why the most talented engineers on the planet keep walking through his doors. Not because the hours are easy. Because the mission is real and the bureaucracy is gone. Every other company on Earth makes you fight the org chart before you fight the problem. Musk deleted the org chart. Musk: “Join us on this journey.” That is the most understated recruiting pitch for the most ambitious project a human being has ever publicly committed to. And he said it the same way he says everything. Like it is already done.

Dustin

190,768 Aufrufe • vor 6 Monaten

$Elon Musk was asked how he’d manufacture satellites at scale. He described building a factory on the moon. And almost nobody caught what he was laying out. Musk: “The lunar soil is like 20% silicon. So you can mine the silicon on the moon, refine it, and create the solar cells and the radiators on the moon.” He’s not talking about going to the moon. He’s talking about turning it into a production line. Mining silicon from lunar soil. Refining it on the surface. Building solar cells from materials already in the ground. Building radiators from aluminum buried in the dust. No supply ships. No trillion-dollar cargo drops. Extract, refine, build. On site. Musk: “You can make the radiators out of aluminum. There’s plenty of silicon and aluminum on the moon.” The physics backs every word. Lunar regolith is loaded with silicon and aluminum oxide. One-sixth gravity means launching finished products into orbit costs a fraction of the energy. No atmosphere means zero drag, zero weather, zero corrosion. For manufacturing, the moon isn’t just viable. It’s superior to Earth. Musk: “The chips you could send from Earth, ‘cause they’re pretty light.” That’s a complete off-world supply chain in twelve words. Heavy components sourced from lunar materials. Lightweight chips shipped from Earth at minimal cost. The full framework for off-planet manufacturing, solved in a single sentence. This isn’t a theorist speculating. This is the man who already lands orbital rockets on ocean barges. Running supply chain math out loud in real time. And nobody is sitting with what comes next. If the moon becomes a manufacturing base, Earth doesn’t stay at the center of anything. Earth becomes a chip supplier. The planet that invented writing, built every empire, launched the Enlightenment. Reduced to a parts vendor for a lunar factory. Every civilization in history was built on the same bet. Control land, resources, and trade routes on this planet. Every war. Every treaty. Every border. All fought over the same thin crust of rock and water. Musk is the first person engineering around that entire system. The most strategic territory in the solar system won’t be on this planet. It’ll be a quarter million miles above it. Whoever controls lunar manufacturing controls orbital infrastructure. Energy systems. Communication networks. Satellite constellations that blanket the planet below. Not through military force. Through supply chain. The nation that builds factories on the moon doesn’t need to win wars down here. They already hold the highest ground that’s ever existed. And right now, one man’s company is the only operation on Earth with the launch infrastructure to make any of this real. Built over twenty years while the rest of the industry called reusable rocketry impossible. He didn’t build a rocket company. He built the only road off this planet that works. We looked at the moon for ten thousand years and saw something sacred. One man looked up and saw a supply chain. The poets had the moon for millennia. The engineers just took it.$

Elon Musk was asked how he’d manufacture satellites at scale. He described building a factory on the moon. And almost nobody caught what he was laying out. Musk: “The lunar soil is like 20% silicon. So you can mine the silicon on the moon, refine it, and create the solar cells and the radiators on the moon.” He’s not talking about going to the moon. He’s talking about turning it into a production line. Mining silicon from lunar soil. Refining it on the surface. Building solar cells from materials already in the ground. Building radiators from aluminum buried in the dust. No supply ships. No trillion-dollar cargo drops. Extract, refine, build. On site. Musk: “You can make the radiators out of aluminum. There’s plenty of silicon and aluminum on the moon.” The physics backs every word. Lunar regolith is loaded with silicon and aluminum oxide. One-sixth gravity means launching finished products into orbit costs a fraction of the energy. No atmosphere means zero drag, zero weather, zero corrosion. For manufacturing, the moon isn’t just viable. It’s superior to Earth. Musk: “The chips you could send from Earth, ‘cause they’re pretty light.” That’s a complete off-world supply chain in twelve words. Heavy components sourced from lunar materials. Lightweight chips shipped from Earth at minimal cost. The full framework for off-planet manufacturing, solved in a single sentence. This isn’t a theorist speculating. This is the man who already lands orbital rockets on ocean barges. Running supply chain math out loud in real time. And nobody is sitting with what comes next. If the moon becomes a manufacturing base, Earth doesn’t stay at the center of anything. Earth becomes a chip supplier. The planet that invented writing, built every empire, launched the Enlightenment. Reduced to a parts vendor for a lunar factory. Every civilization in history was built on the same bet. Control land, resources, and trade routes on this planet. Every war. Every treaty. Every border. All fought over the same thin crust of rock and water. Musk is the first person engineering around that entire system. The most strategic territory in the solar system won’t be on this planet. It’ll be a quarter million miles above it. Whoever controls lunar manufacturing controls orbital infrastructure. Energy systems. Communication networks. Satellite constellations that blanket the planet below. Not through military force. Through supply chain. The nation that builds factories on the moon doesn’t need to win wars down here. They already hold the highest ground that’s ever existed. And right now, one man’s company is the only operation on Earth with the launch infrastructure to make any of this real. Built over twenty years while the rest of the industry called reusable rocketry impossible. He didn’t build a rocket company. He built the only road off this planet that works. We looked at the moon for ten thousand years and saw something sacred. One man looked up and saw a supply chain. The poets had the moon for millennia. The engineers just took it.

Dustin

73,605 Aufrufe • vor 4 Monaten

Tesla is deploying $50 BILLION across 6 factories, a chip fab, robot production lines, AI supercomputers, lithium refineries, and solar manufacturing. To put that in perspective: Tesla made $477 million in profit last quarter. And is investing at roughly 100x that rate. Every other CEO on Earth would get fired for that ratio. Elon's doing it on purpose. Here's what he's assembling: - Own chip factory (TERAFAB with Intel, $25 billion, targeting 1 terawatt of AI compute per year) - Own energy grid (Megapacks powering entire cities) - Own robot workforce (Optimus production starting this year, 1 million units per year at Fremont, 10 million per year planned at Giga Texas) - Own transportation network (robotaxi live in Austin, Dallas, Houston with zero accidents, expanding to 9+ cities) - Own AI training infrastructure (Cortex 2 supercomputer online, 280,000 GPUs by June) - Own lithium refinery (Texas, ramping now) - Own solar panels (new design with 3x the power zones of conventional panels) - Own satellite compute (80% of TERAFAB output going to SpaceX orbital AI satellites) This is just insane. No company in history has attempted to own this many layers of its own supply chain simultaneously. Amazon took 20 years to become profitable because Bezos reinvested every dollar into infrastructure. Wall Street called him insane the entire time. Elon is running the same playbook but across MORE industries, at a FASTER pace, and with technology that didn't exist 5 years ago. The TERAFAB alone is designed to produce 70% of the output of the world's largest semiconductor foundry. Under one roof. Logic chips, memory, and packaging all vertically integrated. But why is he doing this? Elon said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels it needs. When you can't buy enough of what you need, you build the factory yourself. That's the Henry Ford playbook from 1920. Ford owned the rubber plantations, the iron mines, the glass factories, the railroads, and the forests that supplied his assembly lines. Elon is doing the same thing. Except his version includes orbital data centers, humanoid robots, and autonomous vehicles. The AI5 chip is already taped out. His team worked 6 months straight through holidays and weekends to finish early. He called it the best edge compute inference chip in existence. They're already designing AI6 AND Dojo 3. Meanwhile Tesla's FSD has 1.3 million paid subscribers globally. Record new subscriptions last quarter. Regulatory approval just landed in the Netherlands. China approvals expected by Q3. While every other automaker is trying to figure out how to compete with BYD on price, Elon is building the infrastructure layer that makes the car almost irrelevant. Because if you own the chips, the energy, the robots, the AI, the transportation network, AND the manufacturing... The car is just the interface. The real product is the ecosystem. Elon is spending $50 billion to build a parallel economy that doesn't depend on anyone else's supply chain, anyone else's chips, or anyone else's energy grid. That's closer to being a country than just a company. And whether you love him or hate him, nobody else alive is even attempting this.

Tesla is deploying $50 BILLION across 6 factories, a chip fab, robot production lines, AI supercomputers, lithium refineries, and solar manufacturing. To put that in perspective: Tesla made $477 million in profit last quarter. And is investing at roughly 100x that rate. Every other CEO on Earth would get fired for that ratio. Elon's doing it on purpose. Here's what he's assembling: - Own chip factory (TERAFAB with Intel, $25 billion, targeting 1 terawatt of AI compute per year) - Own energy grid (Megapacks powering entire cities) - Own robot workforce (Optimus production starting this year, 1 million units per year at Fremont, 10 million per year planned at Giga Texas) - Own transportation network (robotaxi live in Austin, Dallas, Houston with zero accidents, expanding to 9+ cities) - Own AI training infrastructure (Cortex 2 supercomputer online, 280,000 GPUs by June) - Own lithium refinery (Texas, ramping now) - Own solar panels (new design with 3x the power zones of conventional panels) - Own satellite compute (80% of TERAFAB output going to SpaceX orbital AI satellites) This is just insane. No company in history has attempted to own this many layers of its own supply chain simultaneously. Amazon took 20 years to become profitable because Bezos reinvested every dollar into infrastructure. Wall Street called him insane the entire time. Elon is running the same playbook but across MORE industries, at a FASTER pace, and with technology that didn't exist 5 years ago. The TERAFAB alone is designed to produce 70% of the output of the world's largest semiconductor foundry. Under one roof. Logic chips, memory, and packaging all vertically integrated. But why is he doing this? Elon said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels it needs. When you can't buy enough of what you need, you build the factory yourself. That's the Henry Ford playbook from 1920. Ford owned the rubber plantations, the iron mines, the glass factories, the railroads, and the forests that supplied his assembly lines. Elon is doing the same thing. Except his version includes orbital data centers, humanoid robots, and autonomous vehicles. The AI5 chip is already taped out. His team worked 6 months straight through holidays and weekends to finish early. He called it the best edge compute inference chip in existence. They're already designing AI6 AND Dojo 3. Meanwhile Tesla's FSD has 1.3 million paid subscribers globally. Record new subscriptions last quarter. Regulatory approval just landed in the Netherlands. China approvals expected by Q3. While every other automaker is trying to figure out how to compete with BYD on price, Elon is building the infrastructure layer that makes the car almost irrelevant. Because if you own the chips, the energy, the robots, the AI, the transportation network, AND the manufacturing... The car is just the interface. The real product is the ecosystem. Elon is spending $50 billion to build a parallel economy that doesn't depend on anyone else's supply chain, anyone else's chips, or anyone else's energy grid. That's closer to being a country than just a company. And whether you love him or hate him, nobody else alive is even attempting this.

Ricardo

138,680 Aufrufe • vor 5 Monaten

Elon Musk just revealed why Tesla almost died before it started. The best suppliers in the world refused to take them seriously. Musk: “The top suppliers would not work with us, or we would get like their D team.” Not the B team. The D team. The cold logic of a supplier is simple. You assign your best engineers to Toyota and Ford. Guaranteed volume. Guaranteed payment. Companies that aren’t going bankrupt. Musk: “Which team are you going to assign to the startup that everyone says is going bankrupt? You’re going to assign the interns and rejects.” So Tesla tried outsourcing battery production to a company in Thailand that made barbecue grills. Their cells came from Japan, went to Thailand, then to England. Musk: “The supply chain was so long that you’d only find out that it didn’t work 5 months later.” Five months of dead capital. Five months of scrap inventory. Five months of building something broken before anyone knew it was broken. Musk: “There’s a massive amount of work going from prototype to production.” When you’re inventing something that has never existed, you need a fast feedback loop between the factory floor and the engineers. Find the problem today. Fix it tomorrow. Test it next week. A factory across the world destroys that loop entirely. Musk: “You cannot create a production line that never existed that’s super far away from where the engineers are.” Tesla moved everything back to headquarters. Not for better margins. Not for control. For survival. Musk: “It was vertically integrate or die.” Most founders think vertical integration is a strategic choice. Something you do when you’re big enough to afford it. Musk learned it’s the opposite. You vertically integrate precisely because you can’t afford not to. When nobody believes in you, the market will crush you with other people’s incompetence. He never forgot that lesson. He applied it to everything. SpaceX builds its own engines, rockets, and launch infrastructure. Tesla builds its own chips, batteries, and factories. xAI built its own supercomputer rather than waiting for someone else’s capacity. Starlink owns the satellites, the ground stations, and the terminals. Every company. Every layer. Owned end to end. Most people see a collection of separate ventures. What Musk built is a single vertically integrated stack running from raw materials to orbital infrastructure to artificial intelligence. That stack is now the most strategically significant private asset on earth. The geopolitical AI race isn’t just about who has the best model. It’s about who controls the full infrastructure underneath it. The chips. The power. The rockets. The satellites. The data. Countries without that infrastructure will run their AI on someone else’s hardware. Through someone else’s satellites. On someone else’s terms. The D team lesson from a battery factory in Thailand became a blueprint for technological sovereignty. The market won’t wait five months for you to discover your supply chain doesn’t work. The D team doesn’t care if your company lives or dies. Your engineers do. And right now, Musk’s engineers own the entire stack.

Elon Musk just revealed why Tesla almost died before it started. The best suppliers in the world refused to take them seriously. Musk: “The top suppliers would not work with us, or we would get like their D team.” Not the B team. The D team. The cold logic of a supplier is simple. You assign your best engineers to Toyota and Ford. Guaranteed volume. Guaranteed payment. Companies that aren’t going bankrupt. Musk: “Which team are you going to assign to the startup that everyone says is going bankrupt? You’re going to assign the interns and rejects.” So Tesla tried outsourcing battery production to a company in Thailand that made barbecue grills. Their cells came from Japan, went to Thailand, then to England. Musk: “The supply chain was so long that you’d only find out that it didn’t work 5 months later.” Five months of dead capital. Five months of scrap inventory. Five months of building something broken before anyone knew it was broken. Musk: “There’s a massive amount of work going from prototype to production.” When you’re inventing something that has never existed, you need a fast feedback loop between the factory floor and the engineers. Find the problem today. Fix it tomorrow. Test it next week. A factory across the world destroys that loop entirely. Musk: “You cannot create a production line that never existed that’s super far away from where the engineers are.” Tesla moved everything back to headquarters. Not for better margins. Not for control. For survival. Musk: “It was vertically integrate or die.” Most founders think vertical integration is a strategic choice. Something you do when you’re big enough to afford it. Musk learned it’s the opposite. You vertically integrate precisely because you can’t afford not to. When nobody believes in you, the market will crush you with other people’s incompetence. He never forgot that lesson. He applied it to everything. SpaceX builds its own engines, rockets, and launch infrastructure. Tesla builds its own chips, batteries, and factories. xAI built its own supercomputer rather than waiting for someone else’s capacity. Starlink owns the satellites, the ground stations, and the terminals. Every company. Every layer. Owned end to end. Most people see a collection of separate ventures. What Musk built is a single vertically integrated stack running from raw materials to orbital infrastructure to artificial intelligence. That stack is now the most strategically significant private asset on earth. The geopolitical AI race isn’t just about who has the best model. It’s about who controls the full infrastructure underneath it. The chips. The power. The rockets. The satellites. The data. Countries without that infrastructure will run their AI on someone else’s hardware. Through someone else’s satellites. On someone else’s terms. The D team lesson from a battery factory in Thailand became a blueprint for technological sovereignty. The market won’t wait five months for you to discover your supply chain doesn’t work. The D team doesn’t care if your company lives or dies. Your engineers do. And right now, Musk’s engineers own the entire stack.

Dustin

103,021 Aufrufe • vor 7 Monaten

Elon Musk just described the largest industrial project on Earth. He did not call it impossible. Musk: “It’s very difficult for humans.” Difficult. That is a man who heard impossible so many times it stopped being a warning and started being a schedule. Electric cars were impossible. The entire auto industry agreed. Every analyst cosigned. Nobody argued. Tesla builds two million a year. Reusable rockets were impossible. Every aerospace engineer on record agreed. You cannot land an orbital booster on a barge in the Atlantic. The physics will not forgive it. SpaceX lands them routinely. Sometimes two at a time. The pattern has never broken by accident. It breaks because Musk builds the system that replaces whatever could not scale. Now he is building something none of them have a category for. Musk: “To accomplish this very difficult goal really requires a combination of efforts of SpaceX, xAI, and Tesla working together to create this epic Terafab project.” Three companies. Three domains. One target. Tesla builds the factory and the power. SpaceX builds the delivery. xAI builds the intelligence. No government on Earth holds that stack. No corporation. No alliance of corporations. This is not a product launch. This is three compounding curves converging on one target. One becomes two becomes four becomes sixteen becomes two hundred fifty-six. That is one curve. Musk is stacking three. Tesla’s manufacturing compounds. SpaceX’s launch cadence compounds. xAI’s intelligence compounds. The output is not additive. It is multiplicative. By the time the curve is visible, the gap is already permanent. Musk: “Tesla and xAI and SpaceX have all done amazing things that people did not think would be done.” Every one was declared impossible by serious people with institutional authority. Every one shipped anyway. The critics hold a perfect record against Musk. Not a strong record. A perfect one. Every major prediction wrong. Every timeline dismissed. Every bet placed against him cashed at zero. They are lining up again. Same confidence. Same playbook. Same odds. By the time the industry understands what Terafab actually is, the window will already be shut.

Elon Musk just described the largest industrial project on Earth. He did not call it impossible. Musk: “It’s very difficult for humans.” Difficult. That is a man who heard impossible so many times it stopped being a warning and started being a schedule. Electric cars were impossible. The entire auto industry agreed. Every analyst cosigned. Nobody argued. Tesla builds two million a year. Reusable rockets were impossible. Every aerospace engineer on record agreed. You cannot land an orbital booster on a barge in the Atlantic. The physics will not forgive it. SpaceX lands them routinely. Sometimes two at a time. The pattern has never broken by accident. It breaks because Musk builds the system that replaces whatever could not scale. Now he is building something none of them have a category for. Musk: “To accomplish this very difficult goal really requires a combination of efforts of SpaceX, xAI, and Tesla working together to create this epic Terafab project.” Three companies. Three domains. One target. Tesla builds the factory and the power. SpaceX builds the delivery. xAI builds the intelligence. No government on Earth holds that stack. No corporation. No alliance of corporations. This is not a product launch. This is three compounding curves converging on one target. One becomes two becomes four becomes sixteen becomes two hundred fifty-six. That is one curve. Musk is stacking three. Tesla’s manufacturing compounds. SpaceX’s launch cadence compounds. xAI’s intelligence compounds. The output is not additive. It is multiplicative. By the time the curve is visible, the gap is already permanent. Musk: “Tesla and xAI and SpaceX have all done amazing things that people did not think would be done.” Every one was declared impossible by serious people with institutional authority. Every one shipped anyway. The critics hold a perfect record against Musk. Not a strong record. A perfect one. Every major prediction wrong. Every timeline dismissed. Every bet placed against him cashed at zero. They are lining up again. Same confidence. Same playbook. Same odds. By the time the industry understands what Terafab actually is, the window will already be shut.

Dustin

16,139 Aufrufe • vor 6 Monaten

Elon Musk just described a project so large that most people will assume he is exaggerating (Save this). He is not. In the video, Musk lays out the central problem facing every AI company on earth, the entire global chip industry is on a path to produce roughly 100 gigawatts of AI compute per year. That sounds like a lot until you understand that his companies alone Tesla, SpaceX, and xAI will need orders of magnitude more than that. His answer is the TerraFab. It is a joint chip factory spanning 100 million square feet, ten times the size of Tesla's Gigafactory Texas announced in March 2026, with Grimes County, Texas commissioners approving the full scale facility site just last week. The goal is one full terawatt of AI compute output per year. For context, 1 terawatt is 1,000 gigawatts twice the current total electricity consumption of the United States. SpaceX has already committed an initial $55 billion to the prototype phase, with total investment estimates ranging into the trillions. Here is why this matters for Micron specifically. In the video, Musk named Nvidia's Rubin chips as the reference design for TerraFab's first orbital deployments, and said "You're going to need a lot of memory to go with that." A billion full radical equivalent chips per year, each requiring stacks of high bandwidth memory, that is the demand signal Micron just received from one of the most capital-intensive projects in human history. And Micron already cannot keep up with what exists today. Micron's entire 2026 HBM output is fully sold out contracted before the year began. HBM4 entered volume production ahead of schedule and sold out immediately. The structural reason Micron wins here is simple. Every AI chip ever built Nvidia H100s, Rubin chips, custom ASICs, TPUs is useless without high-bandwidth memory stacked directly on top of it. There are only three companies in the world that supply HBM at scale, Samsung, SK Hynix, and Micron. Samsung has had quality issues, SK Hynix is supply constrained. Micron is the only US headquartered HBM manufacturer which matters enormously given CHIPS Act subsidies, domestic procurement requirements, and the political push to keep critical AI memory production on American soil. TerraFab just made the memory deficit permanently larger. Come join Milk Road Pro for our full breakdown of Micron and our entire AI thesis just for $1. Link below!

Elon Musk just described a project so large that most people will assume he is exaggerating (Save this). He is not. In the video, Musk lays out the central problem facing every AI company on earth, the entire global chip industry is on a path to produce roughly 100 gigawatts of AI compute per year. That sounds like a lot until you understand that his companies alone Tesla, SpaceX, and xAI will need orders of magnitude more than that. His answer is the TerraFab. It is a joint chip factory spanning 100 million square feet, ten times the size of Tesla's Gigafactory Texas announced in March 2026, with Grimes County, Texas commissioners approving the full scale facility site just last week. The goal is one full terawatt of AI compute output per year. For context, 1 terawatt is 1,000 gigawatts twice the current total electricity consumption of the United States. SpaceX has already committed an initial $55 billion to the prototype phase, with total investment estimates ranging into the trillions. Here is why this matters for Micron specifically. In the video, Musk named Nvidia's Rubin chips as the reference design for TerraFab's first orbital deployments, and said "You're going to need a lot of memory to go with that." A billion full radical equivalent chips per year, each requiring stacks of high bandwidth memory, that is the demand signal Micron just received from one of the most capital-intensive projects in human history. And Micron already cannot keep up with what exists today. Micron's entire 2026 HBM output is fully sold out contracted before the year began. HBM4 entered volume production ahead of schedule and sold out immediately. The structural reason Micron wins here is simple. Every AI chip ever built Nvidia H100s, Rubin chips, custom ASICs, TPUs is useless without high-bandwidth memory stacked directly on top of it. There are only three companies in the world that supply HBM at scale, Samsung, SK Hynix, and Micron. Samsung has had quality issues, SK Hynix is supply constrained. Micron is the only US headquartered HBM manufacturer which matters enormously given CHIPS Act subsidies, domestic procurement requirements, and the political push to keep critical AI memory production on American soil. TerraFab just made the memory deficit permanently larger. Come join Milk Road Pro for our full breakdown of Micron and our entire AI thesis just for $1. Link below!

Milk Road AI

248,755 Aufrufe • vor 3 Monaten