Lacey(@LaceyPresley):TERAFAB IS THE RATE LIMITER Current global advanced silicon meets ~2–3% of the sustained demand required for Optimus-scale production and radiation-hardened orbital compute. One terawatt of annual output, two purpose-built designs, logic + memory + packaging under a single 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

参加 August 2025

507 フォロー中 12.8K ファン

Lacey@LaceyPresley

2026.08.01 20:05

TERAFAB IS THE RATE LIMITER Current global advanced silicon meets ~2–3% of the sustained demand required for Optimus-scale production and radiation-hardened orbital compute. One terawatt of annual output, two purpose-built designs, logic + memory + packaging under a single roof. Without it the rest of the stack remains constrained.