Elon Musk: Terafab is 'necessary' to scale Optimus

Wed, July 22, 2026 at 6:32 p.m. EDT · Elon Musk explains that Tesla's (TSLA) new Terafab development facility in Austin will bring lithography, logic, memory, packaging, and testing under one roof to accelerate AI chip development necessary ...

Tesla, Inc. (TSLA) Q2 FY2026 earnings call transcript

The closer you look, the more amazed you are. Optimus will have that capability. It will have human and then superhuman dexterity. It's really going to be quite something. Let's see, Terafab. The Terafab, we expect to announce a location soon, and provide more details about our plans in that regard.

TESLA (1TSLA.MI) Q2 FY2026 earnings call transcript

The closer you look, the more amazed you are. Optimus will have that capability. It will have human and then superhuman dexterity. It's really going to be quite something. Let's see, Terafab. The Terafab, we expect to announce a location soon, and provide more details about our plans in that regard.

Terafab Construction: 5 Details That Matter Right Now

According to background research, the current construction activity is taking place on the North Campus of Giga Texas in Austin, which is designated for initial prototype fab operations. The full-scale Terafab manufacturing complex is separately planned for Grimes County, Texas, near the Gibbons Creek Reservoir.

SpaceX Hosts First Earnings Call Since Its IPO. Is SpaceX a Buy Ahead of the Aug. 4 Earnings Release? | The Motley Fool

SpaceX's February 2026 acquisition of xAI is instrumental in its AI compute constellation plans because it effectively gives SpaceX a major internal customer and a sandbox for testing satellite performance. What's more, SpaceX, xAI, and Tesla are collaborating on the Terafab facility in Texas to mass-produce AI chips, enabling these companies to secure their own compute rather than relying on other suppliers.

Tesla (Nasdaq:TSLA) - Stock Analysis - Simply Wall St

Tesla is stepping up AI and robotics investment, planning over US$25b in 2026 capex to support Optimus, robotaxis, FSD and energy storage expansion. Elon Musk is driving a proposed US$120b Terafab semiconductor complex in Texas, intended to ...