Elon Musk announces Terafab, an Austin-based project run by Tesla and SpaceX to manufacture robotics, AI, and space data center chips for Tesla, xAI, and SpaceX
Elon Musk said his Terafab project — a grand plan to eventually manufacture his own chips for robotics, artificial intelligence …
Bloomberg
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Discussion
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@tesla
@tesla
on x
TERAFAB: the next step to becoming a galactic civilization Together with @SpaceX & @xAI, we're building the largest chip manufacturing facility ever (1TW/year) - combining logic, memory & advanced packaging under one roof. To harness as much power as possible from the Sun, we
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@xai
@xai
on x
Announcing Terafab: the next step towards becoming a galactic civilization https://x.com/...
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@elonmusk
Elon Musk
on x
Terafab was the final missing piece of the puzzle
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@futurejurvetson
Steve Jurvetson
on x
T͢E͢R͢A͢F͢A͢B͢ Launch ⌨ Goal: adding a trillion watts of compute, 2x the entire U.S. electricity market, every year. A new 2nm fab to build ~1 billion AI chips/year. Most will be in space. “We have an announcement to make: the most epic chip-building effort by far.” — [image]
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@elonmusk
Elon Musk
on x
The most exciting of times ahead!
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@katiemiller
Katie Miller
on x
It simply can't be overstated how important building a chip fab of this scale in the United States is for our national security. More than 90% of the world's current production of chips are in Taiwan. TERAFAB is vital to our national security interests. [image]
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@apompliano
Anthony Pompliano
on x
The fact that Tesla, SpaceX, and xAI are collaborating on the Terafab facility only increases my confidence that Elon will combine the three businesses at some point. It will be the largest, most valuable, and most important company in history.
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@katiemiller
Katie Miller
on x
The entire world's electricity consumption is roughly 3-4 terawatts. 1 petawatt = 250-330 times all the electricity humanity uses at any moment. A single lightning bolt is in the terawatt range. About 1,000 simultaneous bolts is needed to hit 1 petawatt. This is world
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@markusdd5
@markusdd5
on x
Ok. So essentially Terafab is not a plan for a ‘standard’ semiconductor fab, but includes mask production, test house and packaging under one roof. This alone is a very alien concept. If they only achieve this alone, not even considering reaching the crazy output numbers, they're
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@ptrubey
Phil Trubey
on x
Elon just concluded his Terafab announcement. Key points and my take at the end. It'll be a semiconductor joint venture between Tesla and SpaceX. It will make two types of chips, an inference chip that will be used in both self driving cars and Optimus robots. He expects [image]
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@contrariancurse
@contrariancurse
on x
Terafab is such a blatant fucking pump it actually disgusts me. There will never be leading edge chips from them. There will never be Datacenters in space. This is such a blatant effort to IPO SpaceX on the back of some pie in the sky bullshit and then merge with Tesla, do a
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@trungtphan
Trung Phan
on x
Terafab. Come for the the two types of custom AI chips: ▫️AI5/AI6 for Tesla (edge inference for FSD/Optimus) ▫️D3 for SpaceX (AI chips for space data centers) Stay for the Moon-based electromagnetic mass driver: [video]
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@quantian1
@quantian1
on x
Note that 1 kW is how much my home PC draws at peak, so all this mass is getting launched into space to provide the equivalent compute of one or two server racks in an office building closet that requires 0 data center permitting and maybe fifty grand of annual electricity cost.
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@pinboard
@pinboard
on x
Thoughts and prayers to those who just want their Tesla fixed
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@shaunmmaguire
Shaun Maguire
on x
LET'S FUCKING GO 🚀
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@pinboard
@pinboard
on x
Summary of Elon's TERAFAB announcement today: ain't nobody going to Mars
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@spacex
@spacex
on x
TERAFAB: the next step to becoming a galactic civilization Together with @Tesla & @xAI, we're building the largest chip manufacturing facility ever (1TW/year) - combining logic, memory & advanced packaging under one roof [video]
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@pinboard
@pinboard
on x
SpaceX has been peddling complete nonsense with these presentations since at least 2016. At what point do you notice the pattern and stop believing the pretty slides?
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@tslafanmtl
James Cat
on x
Elon's argument for building a Terafab is the same he used to justify building 4680. I mean he even used to same words.
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@dpoddolphinpro
Ryan Caton
on x
If the astronomers don't like Starlink satellites, they haven't seen nothing yet. “AI Sat Mini” with ~150 meter long solar panels... good luck stargazing. Also an Optimus robot army 1/8th the size of the human population of Earth. 📷 @SpaceX [image]
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@nikitabier
Nikita Bier
on x
Today's Terafab announcement reminded me of when I first met Elon: I watched him do 10 hours of xAI reviews without a break—and then he ate a $9 Doordash burrito and kept going until 2am. He could do anything right now, but instead he spends every waking minute earnestly
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@whoisheartbreak
Jessie Anderson
on x
“A future among the stars.” We've got a strong team right here 🦾
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@shanaka86
Shanaka Anslem Perera
on x
Everyone is covering Terafab as a chip factory. It is not a chip factory. Last night in Austin, Elon unveiled a facility that makes masks, fabricates chips, and tests them inside a single building with a nine-month recursive improvement cadence. No such loop exists anywhere [imag…
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@anisha_moonka
Anish Moonka
on x
Your phone, your car, and your laptop all run on chips made in Taiwan. Musk wants to change that with the biggest chip factory ever attempted. The target is over a terawatt of compute per year, 40 to 50 times more AI chip capacity than the entire planet has right now. And 80% of
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@sawyermerritt
Sawyer Merritt
on x
Elon Musk: “This chart explains why we need to build the TERAFAB.” [image]
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@teslaxplored
Ramy
on x
For everyone excited about TERAFAB! Hate to break it to you. None of this will be material before 2069. Ain't nobody reading this is going to Saturn lol If you think this will save $tsla ..... it won't. -10% coming on Monday, I don't make the rules 💁🏽♂️ Can't even launch RoboTax…
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@xil_llix
@xil_llix
on x
As a $TSLA investor, I think it is wise to take a step back and do a full reset with our expectations in regards to our time horizon. We bought early for autonomy, some before us for just for BEVs. This new timeline of Optimus, SpaceX and xAI merger will take decades to unfold.
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@birdabo
Sui
on x
Elon just announced the most ambitious manufacturing project since the Manhattan Project. tesla and spaceX are building TERAFAB. a semiconductor fab in Austin that produces over a terawatt of compute per year. 100 to 200 billion AI chips annually. 2nm process with around $25
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@sawyermerritt
Sawyer Merritt
on x
You gotta hand it to Elon, no-one thinks bigger than he does. [video]
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@ezrafeilden
Ezra Feilden
on x
Beautiful satellite right there from SpaceX. A few details I noticed: - pantograph deployment mechanism, easily the largest in the world for any application - multi axis fold out radiator, based on the v3 D2C phased array structure - the real orientation will be 90 degrees to [im…
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@aaronburnett
Aaron Burnett
on x
After months of doing independent, first principles analysis on this AI Sat concept, she looks even better than we imagined. The SpaceX mission and vision is incredibly inspiring. We are exceptionally lucky to watch this unfold in front of our eyes. [image]
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@sawyermerritt
Sawyer Merritt
on x
SpaceX has released a new video of the electromagnetic mass driver it plans to build on the Moon, which will shoot massive AI satellites into orbit. The satellites will use Tesla chips. [video]
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@aelluswamy
Ashok Elluswamy
on x
Can't have a more exciting vision for the future!! Come join us to make this the reality. To the stars, let's go ✨
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@gregabbott_tx
Greg Abbott
on x
Thanks Elon. Extraordinary event tonight. Your vision is powerful and we are proud of all you do in Texas.
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@polymarket
@polymarket
on x
BREAKING: The SpaceX IPO is now projected to close above $2 trillion after the announcement of TERAFAB. 55% chance. [image]
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@owensparks
Owen Sparks
on x
This felt like the beginning of a movie. Civilizations greatest endeavor accelerates now. [video]
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@cb_doge
@cb_doge
on x
ELON MUSK: “We're starting off with an advanced technology fab here in Austin, and I'd like to thank @GregAbbott_TX and the state of Texas for the support. So in the advanced technology fab, we will have all of the equipment necessary to make a chip of any kind logical memory, [v…
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@sawyermerritt
Sawyer Merritt
on x
Here is Elon Musk's full TERAFAB presentation from tonight, with the waiting period at the beginning cut out. [video]
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@joshkale
Josh Kale
on x
Tesla's TeraFab officially begins TODAY 🏭 This is make or break for possibly the whole AI industry Elon's trying to build a 2nm chip fab from scratch. The most advanced process node on Earth. Only 3 companies can do this. TSMC spent $165 billion on their Arizona cluster alone. [i…