Post #6381

📢Elon Musk finally announced the most ambitious manufacturing project since the Manhattan Project. A $20B Austin chip fab meant to supply the AI hardware for Tesla, SpaceX, and xAI at enormous scale. 80% of chips go to space for giant solar-powered AI data centers (launched by Starships). 20% stay on Earth for Optimus robots, robotaxis, and self-driving. Production starts 2027. - Musk estimated the Terafab would aim to initially produce 100,000 silicon wafers a month and could eventually grow to 1 million. - Target output: over 1 terawatt (1TW) of compute per year - Combines logic chips + memory + advanced packaging in one fab - Vertically integrated with recursive self-improvement - Chips for FSD, Optimus, Grok, Dojo and Starlink - 80% powers solar-powered orbital AI data centers - AI5: edge/inference chips for FSD and robotaxis - AI6: next-gen chips powering Optimus robots - D3: space-optimized chip variant - D3 designed to run hotter to minimize radiator mass in orbit - Showed 100kW AI Starlink Mini satellite prototype - Future AI Starlink satellites scale to megawatt range - Optimus target scale: 1-10 billion units per year - Optimus projected compute need: 100-200 GW - Targeting 2nm process technology - Elon Musk quote: "the next step towards becoming a galactic civilization" The Terafab idea is vertical integration at the chip level, with an Austin site meant to design, test, package, and eventually manufacture chips fast enough that product plans are not stuck behind supplier timelines. @aipost🏴