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.

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.