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TEXXR

Chronicles

The story behind the story

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Speaking to shareholders, Elon Musk says Tesla is “probably going to have to build a gigantic chip fab” for AI chips and “maybe, we'll do something with Intel”

- Musk says ‘worth having discussions’ with Intel to make chips  — Massive fab needed to make the volume of chips needed

Reuters Sayantani Ghosh

Discussion

  • @alex_intel_ Alex on x
    Intel is 12% of Teslas market cap Just an example of how cheap Intel is relative to the pie in the sky AGI takeoff views of the tech bros and the only US chip manufacturer
  • @futurejurvetson Steve Jurvetson on x
    How big is the Tesla Terafab? Elon: “The only option is to build some very big chip fab. It's at least 100K water starts per month. And that's one of ten in a complex. So ultimately, it would be 1 million wafer starts per month.” “We have to solve memory and packaging too.” [imag…
  • @futurejurvetson Steve Jurvetson on x
    Tesla is going to build a gigantic chip fab. Elon today: “We have to do a Tesla Terafab. It's like Giga but way bigger. I can't see any other way to get to the volume of chips that we are looking for. We are going to have to build a gigantic chip fab.” “I am super hardcore [image…
  • @evrgn11112231 @evrgn11112231 on x
    😲 Can't say I'm surprised - I always assumed he would try as I would think he plans on having a fab in Mars (not sure how he'd get the tooling and consumables though lol). TBD if he's able to figure it out, but if Rapidus can get something off the ground, I don't see why the
  • @treasureh8nter Ally on x
    @Jukanlosreve Am I missing something here? Building your own semiconductor fab is pretty darn hard no? Let alone a cutting edge fab..... 🤔
  • @wmf Wes Felter on x
    Rapidus? No, Rapid US.
  • @ns123abc Nik on x
    Elon confirms Tesla is going to build a semiconductor fab 🤯 “Chip volume from our suppliers will not be enough... we're probably going to have to build a gigantic chip fab” [video]
  • @aeyakovenko @aeyakovenko on x
    That alone is worth 1T.