Elon Musk's Terafab is here: What it is, and why it's important for Tesla and SpaceX
View original at finance.yahoo.comElon Musk's Terafab is here: What it is, and why it's important for Tesla and SpaceX Over the weekend in Austin, Texas, Tesla (TSLA) and SpaceX (SPAX.PVT) CEO Elon Musk unveiled what might be his grandest overarching vision for where he sees his companies headed…
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We either build the Terafab or we don't have the chips, and we need the chips, so we build the Terafab
60% confidenceChipmakers like TSMC and Samsung aren't making chips fast enough for his companies' AI and robotics needs
60% confidenceTerafab is the most epic chip-building exercise in history by far
60% confidenceGiga Texas alone is expected to have capacity for 10 million humanoid robots per year, which would require 20 million chips — approximately six times Tesla's current chip demand for its entire auto business
60% confidenceCurrent AI compute output is roughly 20 gigawatts per year and the rest of the world's output is about 2% of what his companies need
60% confidenceGoal is to produce more than a terawatt — 1 trillion watts — of AI computing power per year, with most of that capacity ultimately destined for space
60% confidenceChipmakers' expansion rate is much less than what Musk's companies would like
60% confidence
Data points we hold from this source
| Elon Musk · ai compute output worldwide | 20 gigawatts_per_year |