Elon Musk decides to break the glass ceiling?
We've compiled for you: what everyone sees - and what you need to see...
Last night, Musk launched the project - "TERAFAB"
This is a massive project - and we will try to analyze what truly stands behind it:
So first of all, what is the TERAFAB project?
The TERAFAB project is a project to establish the largest chip factory in the world - you heard right - the largest, in the world!
In fact - it's not just the largest in the world, but it's the largest in history...
To help you understand the scale:
Samsung signed a contract to produce chips for Tesla for $40 billion - but for Musk? It's not enough.
The truth is, it's not just that - Elon Musk said yesterday that even though he buys all the chips he can from $TSMC and Micron combined - it's still not enough.
Understand the scale: "All the chip factories on Earth cannot supply more than 2% of the chips we need"
Therefore - Musk decided to build the largest chip project in human history.
This project is expected to produce chips with a power output of one million megawatts per year - today, the total energy output of the entire United States is only half of that.
In the first factory - all types of chips are expected to be produced, including computing chips and memory chips.
Musk anticipates a 10x faster improvement in his chip technology compared to competitors!
If you thought you'd read it all - the story only begins here...
One simple question can be asked - if the entire energy output in the United States right now is 0.5 terawatts - what will Musk do with chips that need 1 terawatt of power?
The answer to this question lies in space.
80% of the chips Elon Musk plans to produce in the new factory - are chips specifically for space.
Musk's idea:
In space there is no energy shortage - in space, energy is infinite!
So infinite that Elon Musk is already talking about his big dream - a system that consumes 1 petawatt of solar energy.
Meaning - more than a thousand times the current energy output of the entire United States!
Amidst all this noise, everyone is missing the most important point...
What do they do with all these chips?
And this is precisely the most important point -
Musk is expanding his ecosystem by taking full control of the global supply chain!
Let's go back for a moment -
What are Tesla's growth engines?
These are two main growth avenues - the Optimus robot and the Robotaxi.
These products consume chips on two levels - software and hardware.
The robot itself requires dedicated chips - and the software it uses is also software trained on millions of chips.
Musk believes that the greater the computing power - the better the robotic and autonomous capability.
Therefore, he is investing billions of dollars in computing power...
Just yesterday morning he claimed that the next Colosseum data center will be larger than Google's largest data center in Ohio - and over $40 billion will be invested in it!
And here we return to the question of energy...
Computing power requires a lot of energy - and the big question is - how is this solved?
So in the short term - Musk is building huge solar fields, one of which was just completed last week - with Musk claiming it is expected to reach 50 megawatts of solar power in the coming years.
But in the long term, Elon Musk understands that even this is not enough...
And that's why he wants to take control of solar energy in space.
So to summarize it in two words -
Until now, Elon Musk had control over the product - now he is taking control over the brain (the chip) and also over the power (the energy).
And when you have the best robot, the best chip, and no shortage of energy...
Are you unstoppable?
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