Herbert Ong(@herbertong):Terafab isn’t trying to beat NVIDIA. It’s building what NVIDIA can’t build alone! @JOBhakdi argues that advanced AI chips need fabs, packaging, power, supply chains, and a huge network of partners. NVIDIA is one critical piece, but Terafab could be the infrastructure connecting all of it. Think less “chip company” and more “city for the US semiconductor industry.” The bigger idea: Elon sees the bottlenecks and is building the missing pieces around them! $TSLA $SPCX $NVDA

Herbert Ong

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Herbert Ong@herbertong

2026.09.16 13:38

Terafab isn’t trying to beat NVIDIA. It’s building what NVIDIA can’t build alone! @JOBhakdi argues that advanced AI chips need fabs, packaging, power, supply chains, and a huge network of partners. NVIDIA is one critical piece, but Terafab could be the infrastructure connecting all of it. Think less “chip company” and more “city for the US semiconductor industry.” The bigger idea: Elon sees the bottlenecks and is building the missing pieces around them! $TSLA $SPCX $NVDA