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NEWS: Elon just announced TERAFAB - a new semiconductor chip manufacturing project shared between SpaceX, xAI and Tesla. The project is intended to be the largest chip facility ever (1TW/year). The project aims to meet the demand for chips from Tesla self-driving cars, Optimus robots, and SpaceX satellites. Elon projects that demand for chips from his companies alone will far exceed current global supply. He also mentioned putting AI compute in space, saying this will be more economical once NIMBYism kicks in and data centres become harder to build on Earth.
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Here is Elon Musk's full TERAFAB presentation from tonight, with the waiting period at the beginning cut out.
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