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Tesla is about to make its own AI chips. Full vertical integration.

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Mario Nawfal

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79,620 görüntüleme • 5 ay önce •via X (Twitter)

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The first phase of Tesla's planned fab is bigger than the entire CHIPS Act budget. The AI5 chip that just taped out won't be sold to anyone outside Tesla. This is the part of vertical integration that NVIDIA can't price into its forward guidance. *** Thank you David Carbutt for the edit.
19:47

The first phase of Tesla's planned fab is bigger than the entire CHIPS Act budget. The AI5 chip that just taped out won't be sold to anyone outside Tesla. This is the part of vertical integration that NVIDIA can't price into its forward guidance. *** Thank you David Carbutt for the edit.

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Elon just mentioned Tesla’s next $1+ trillion business, and no one is talking about it… Tesla will build its own Terafab and begin producing its chips at massive scale Yet another example of why Tesla is the most vertically integrated company in the world $TSLA
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Elon just mentioned Tesla’s next $1+ trillion business, and no one is talking about it… Tesla will build its own Terafab and begin producing its chips at massive scale Yet another example of why Tesla is the most vertically integrated company in the world $TSLA

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Tesla Semi hauling a huge load with 2 Model Xs, Model S and Model 3. It’s great to see Teslas vertical integration.

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TerraFab: Tesla + SpaceX + xAI consolidate silicon. One plant. Design → fab → package. Target: 1 TW annual AI compute. ASML High-NA EUV is the choke point $400M machines, multi-year backlog. 2028 volume production is impossible under the current model. Bypass: free-electron laser. Central particle accelerator generates continuous EUV. Split the beam. Photons as a service. One light source feeds the entire floor. X-Light (Pat Gelsinger) commercializing the same tech on the same 2028 timeline. Own the photons. Own the energy. Own the silicon. Decouple AI from legacy tool limits. Orbit-ready radiation-hardened chips become possible. This is vertical integration taken to the light source itself.
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TerraFab: Tesla + SpaceX + xAI consolidate silicon. One plant. Design → fab → package. Target: 1 TW annual AI compute. ASML High-NA EUV is the choke point $400M machines, multi-year backlog. 2028 volume production is impossible under the current model. Bypass: free-electron laser. Central particle accelerator generates continuous EUV. Split the beam. Photons as a service. One light source feeds the entire floor. X-Light (Pat Gelsinger) commercializing the same tech on the same 2028 timeline. Own the photons. Own the energy. Own the silicon. Decouple AI from legacy tool limits. Orbit-ready radiation-hardened chips become possible. This is vertical integration taken to the light source itself.

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Assembly is not vertical integration 1X bends the copper, solders the phases, potts the stator and builds the magnet arrays. Raw materials to finished actuators on our automated line. That is vertical integration. That is reindustrialization
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