Nancy
Nancy|Mar 23, 2026 05:59
Key takeaways from Musk's TERAFAB announcement: 1. Vertical integration (logic chips / memory / packaging / photolithography masks) 2. Focus on designing only a few chip types initially 3. Build small-scale fabs first for rapid iteration (goal: update designs within a week) Main application categories: 1. Ground → Cars / Robotaxi / Optimus 2. Space → AI data centers Compute power allocation: 80% Space 20% Ground Musk @elonmusk emphasized that Earth's total electricity capacity is only 0.5 terawatts, so most compute power must shift to space for scalable expansion. #TERAFAB #Tesla #SpaceX #xAI MSX @MSX_CN U.S. stock trading link: https://(msx.com)/?code=lLQN19 #MSX #NotInvestmentAdvice #ad
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