Musk's super chip factory Terafab has shocked me; this is likely the ultimate game changer in the #AI era and the global computing power war! 🧐

Why does Musk insist on building his own chip factory? There may be three underlying logics:

The first is that the current chip supply chain is completely constrained. The training of the Grok large model by xAI is severely hampered by the insufficient production capacity of Nvidia GPUs. To achieve mass production of a million units of the Optimus and launch a million satellites for Starlink, the total output of all chip manufacturers worldwide is not enough.

The second is that costs can collapse directly. By self-developing chips and building factories, chip costs can be reduced by 50% to 70%. Moreover, with power supplied by solar energy in space, electricity costs will only be 1/3 to 1/5 of ground costs, meaning the unit cost of computing power can completely crush Nvidia and TSMC.

The third is to create an ultimate ecological closed loop. SpaceX is responsible for space-based electricity generation, Terafab manufactures chips, xAI trains large models, Tesla builds robots, and then the robots go back and build factories, forming a positive cycle of AI—chips—robots—space.

If this project is realized, the landscape of the five major global industries will be completely rewritten:

In the chip industry, the duopoly of TSMC and Nvidia will be directly challenged.

In the AI industry, once xAI has unlimited computing power, it will directly impact OpenAI and Google’s #AI dominance.

In the aerospace industry, Starlink will transform from a communication network into a space computing power network, ushering in an era of space industrialization.

In the automotive industry, FSD will accelerate iteration, and autonomous driving will be widely adopted, potentially crushing other car manufacturers.

In the robotics industry, Optimus will ramp up production. With its powerful AI brain and visual perception abilities, it will replace household services, allowing Optimus to enter households at low costs.

Currently, aside from chip logic, Terafab has another set of logic focused on energy, as all the aforementioned prerequisites require ample power sources. Recent news has confirmed that Tesla is negotiating with Chinese companies for solar equipment procurement totaling $2.9 billion. Many people have already started to dig into stocks of domestic solar equipment suppliers. This is worth noting; when the A-share market opens on Monday, there should be plenty of room for speculation.

Overall, Terafab is not just a simple chip factory; it is a strategic overall assault of Musk's three empires. If it is fully realized in 10 to 15 years, it will become the ultimate trump card of the AI era and accelerate the arrival of Universal Basic Income (UBI) for all, which is very much to be expected! 🧐

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