Lacey(@LaceyPresley):TERAFAB IS STILL THE RATE LIMITER Current global advanced silicon meets ~2–3% of the sustained demand required for Optimus-scale production and radiation-hardened orbital compute. Development fab equipment ordered. Intel 18A veteran now leading as Director. SpaceX already paid Grimes County $10M ahead of schedule. Full location announcement incoming. One terawatt of annual output. Two purpose-built designs. Logic + memory + packaging under one roof. Without it the rest of the stack remains constrained.

Lacey

@LaceyPresley

First principles: Imagine Mars. Build it. | AI Futurist | Multiplanetary Systems I SpaceXAI I Tesla scale I

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Lacey@LaceyPresley

2026.08.04 19:59

TERAFAB IS STILL THE RATE LIMITER Current global advanced silicon meets ~2–3% of the sustained demand required for Optimus-scale production and radiation-hardened orbital compute. Development fab equipment ordered. Intel 18A veteran now leading as Director. SpaceX already paid Grimes County $10M ahead of schedule. Full location announcement incoming. One terawatt of annual output. Two purpose-built designs. Logic + memory + packaging under one roof. Without it the rest of the stack remains constrained.