GCBC Quick Hits: ITIF, Toyota $1B, Section 232, Subprime, Terafab, MLB

Tesla and SpaceX unveiled plans for “Terafab,” a $25 billion semiconductor fabrication facility targeting 2nm process technology. Initial capacity: 100,000 wafer starts per month, scaling to 1 million (roughly 70% of TSMC’s global output).

US Senators call for a halt to Nvidia GPU exports in the wake of the Super Micro scandal — looming Chip Security Act may put a wrench into Huang's China ambitions | Tom's Hardware

Tech Industry Three individuals charged with attempting to break US sanctions on AI chips · Big Tech Paralyzed army vet can now play World of Warcraft using 'science fiction… magic… brilliant…' Neuralink brain implant · Semiconductors Elon Musk's Terafab semiconductor project could ...

Tesla Appears to Have a New Master Plan... and SpaceX Is a Huge Part of It

One would serve Tesla's AI needs for its vehicles and Optimus robots. The other would target space-based data centers under SpaceX's vision. Ives calls the Terafab the "first step" toward full operational integration between the two companies.

Tesla's Next Chapter May Be Even Bigger — TradingView News

1%. On top of that, the two companies recently announced a joint Terafab facility, which starts to blur the lines between their operations. Wedbush analyst Dan Ives sees this as early groundwork, though he also flagged that any deal would ...

Tesla's bet on an AI chip gigafactory with Terafab

Musk describes it as “like a gigafactory, but much bigger,” designed to reach a chip production volume that no supplier can currently guarantee the company. The goal is for Terafab to be a integrated plant that combines logic design, memory, and advanced packaging in a single facility, something unusual in a sector where each phase is usually divided between different specialized factories.

Musk Wants to Fire AI Satellites Into Orbit Using a Moon-Based Electromagnetic Cannon

Elon Musk has unveiled a plan to move AI infrastructure off Earth entirely, and launch it into orbit using electromagnetic “cannons” built on the Moon. The proposal, revealed during a weekend presentation at Giga Texas, centers on a concept called Project TERAFAB, targeting what Musk calls the “terawatt ceiling” of Earth-bound computing.

1TW Terafab: Musk’s Blueprint for Unlimited AI and a $100 Trillion Future - Wall Street Pit

Elon Musk’s 1TW Terafab Vision eliminates the decade-long compute bottleneck by scaling from 20 gigawatts to 1 terawatt, granting AI labs, startups, and researchers worldwide orders-of-magnitude more processing power and enabling models that will far surpass today’s systems such as GPT-4. The initiative operationalizes industrial-scale recursive self-improvement, where advanced AI…