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Jensen Huang’s Multi-Trillion-Dollar Robotics Call · The Terafab push arrives as Nvidia (NVDA) CEO Jensen Huang is amplifying a parallel narrative: that humanoid robotics will become the next multi-trillion-dollar industry, and that Tesla’s ...
ASML Holding NV (ASML), a Dutch chip-equipment giant best known for making the world’s most advanced lithography machines, is bringing Elon Musk...Source: Ma...
The company is building its own custom silicon through the Terafab initiative while also maintaining a relationship with Nvidia for training and inference infrastructure. In addition, SpaceX acquired xAI -- the maker of the Grok generative model -- to further consolidate artificial intelligence (AI) development under one roof.
All the upgrades hinge on one core thesis: ASML’s monopoly on extreme ultraviolet (EUV) lithography systems ensures multiyear visibility, with BofA forecasting 2028 revenue of €58.9 billion, adjusted EPS of €59.54, and a gross margin of 56% — up from 52.6% projected for this year.
Fouquet said the company is also developing a new advanced-packaging tool designed to support larger AI chip packages as semiconductor architectures become increasingly complex. "Right now it’s a small leg," he said.
Many observers have already made the fundamental valuation for this IPO as being under $780 billion or less, leaving over a trillion dollars of aspirational valuation for SpaceX/xAI around AI Space Data Centers, his Terafab chip factories that rival Taiwan Semiconductor, TSMC, and its Starlink broadband satellite network that provides over 50% of the revenues to its SpaceX rocket launching business.
Musk appears to be trying to move beyond buying chips from the current semiconductor ecosystem and toward owning more of the production chain. That would put Terafab in potential competition with major foundry players such as TSMC, though catching up on yield, scale, talent, and manufacturing know-how would be extremely difficult.
According to a research note by Barclays analyst Dan Levy, Tesla has removed safety monitors from its robotaxis operating in the Austin geofence, which was expanded on Wednesday this week. Despite the larger serviceable area, the fleet size has reportedly decreased to around 20 vehicles. Read the full article here. Responding to a post about Terafab receiving tax breaks from Grimes County in Texas, Musk stated that if the location is approved, SpaceX would still be paying an annual amount to the
By Toby SterlingComputer chip equipment maker ASML EURONEXT:ASML said on Saturday that Elon Musk will speak at an internal company technology conference this week, discussing his vision for Terafab, a large scale chip plant that would supply Tesla NASDAQ:TSLA and Space X.ASML, as the largest ...
Musk Pitched Terafab Inside ASML—Intel Signed OnElon Musk pitched Terafab inside ASML—and Intel signed on. Breaking: He called ASML 'Europe’s greatest compan...
The dedicated Terafab facility carries phase-one costs of $55 billion and total project costs approaching $119 billion — larger than the entire US CHIPS Act — and will be split across Tesla and SpaceX balance sheets ahead of SpaceX’s planned public listing. SpaceX regulatory filings seek approval for up to one million satellites configured as orbital data centers that run on uninterrupted solar power, with internal projections placing the total addressable market for space-based AI infrastructur
The Terafab, a collaboration between SpaceX, Tesla Inc. (NASDAQ:TSLA), and Intel Corp. (NASDAQ:INTC), aims to build vast semiconductor factories. ... Jensen Huang takes care of the Nvidia employees with personal attention to compensation.
SpaceX has received approval for a full property tax abatement package from Grimes County, Texas, for its proposed Terafab semiconductor manufacturing complex, a planned $55 billion investment aimed at producing advanced chips for the company’s growing artificial intelligence and computing ambitions.
First, Tesla is a company that ... capabilities to sell to third parties. To be clear, Tesla, along with SpaceX, is an investor in chip manufacturing initiative Terafab....
Intel is contributing 14A process technology, making this a rare instance of Musk partnering deeply with an established chipmaker rather than building everything from scratch. The initial funding target sits at $20 billion to $25 billion.
As part of this, SpaceX has proposed a new semiconductors fabricating facility dubbed Terafab in Grimes County, Texas, at a cost of $55-119 billion. The goal is to manufacture 1 terawatt of internal computing capacity per year.
Furthermore, their AI ambitions ... chains and power grids. To solve this, SpaceX is attempting to build its own chips through the “Terafab” initiative with Tesla and Intel....
The timing of the Terafab presentation aligns conveniently with SpaceX’s efforts to prepare for a public offering. This project serves dual purposes: it fulfills SpaceX’s requirement for customized silicon necessary for its data center operations in orbit and provides prospective investors with a compelling narrative of growth beyond typical endeavors in rocketry or satellite internet services.
ASML invited Musk to speak to employees about Terafab, a SpaceX-Tesla joint venture to produce cutting-edge chips for robotics, artificial intelligence and space data centers.
It is the only company that produces the extreme ultraviolet (EUV) lithography machines used to manufacture the most advanced chips. Without those systems, frontier AI chips cannot be made.