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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 просмотров • 5 месяцев назад •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
1:27

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

Dalton Brewer

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Vertical integration is our superpower.
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Vertical integration is our superpower.

Joby Aviation

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

Tesla Owners Silicon Valley

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$TSLA may need to build its own chip fabrication facility to meet internal demand. Elon’s goal is clear as he aims to turn Tesla into an AI hardware company with full control from silicon to software.
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$TSLA may need to build its own chip fabrication facility to meet internal demand. Elon’s goal is clear as he aims to turn Tesla into an AI hardware company with full control from silicon to software.

Shay Boloor

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"Technology always trends towards greater vertical integration" The full vertical integration evolution of blockchain was inevitable, it was only a matter of time ✌️ LFMove!
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"Technology always trends towards greater vertical integration" The full vertical integration evolution of blockchain was inevitable, it was only a matter of time ✌️ LFMove!

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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.
4:37

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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If you think Tesla’s biggest rivals are car companies, you’re missing the real battle! Elon isn’t really fighting BYD or Waymo. He’s up against Alphabet! Google is building a full AI stack: its own chips, models, data centers, software, and robots, with $180B+ in spending this year. Elon Musk is doing the same across Tesla, xAI, and SpaceX. This isn’t about robotaxis. It’s about who controls the AI stack of the future! 🔥 $TSLA $GOOG Cern Basher
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If you think Tesla’s biggest rivals are car companies, you’re missing the real battle! Elon isn’t really fighting BYD or Waymo. He’s up against Alphabet! Google is building a full AI stack: its own chips, models, data centers, software, and robots, with $180B+ in spending this year. Elon Musk is doing the same across Tesla, xAI, and SpaceX. This isn’t about robotaxis. It’s about who controls the AI stack of the future! 🔥 $TSLA $GOOG Cern Basher

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🚨 NVIDIA IS GETTING HIT FROM BOTH SIDES CHINA JUST COMPLETELY BANNED NVIDIA CHIPS BEIJING CANCELED THE GREEN LIGHT FOR TOP CHINESE COMPANIES TO BUY $NVDA CHIPS CHINA WOULD RATHER BUILD ITS OWN AI SUPPLY CHAIN THAN DEPEND ON AMERICA AT THE SAME TIME, NVIDIA CUT ITS INITIAL SUPPORT FOR OPENAI’S OHIO DATA CENTER FROM $250 BILLION TO LESS THAN $120 BILLION CHINA IS BACKING AWAY FROM NVIDIA AND NVIDIA IS STARTING TO BACK AWAY FROM THE AI BOOM THIS IS NOT JUST ABOUT ONE CHIPMAKER THE ENTIRE AI TRADE IS STARTING TO CHANGE
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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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