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Optimus Robot Integration

Optimus needs 2 chips/unit; 1-10B/year production; Terafab enables $20K COGS; digital Optimus/macrohard uses parked fleet compute.

Tesla's $25 Billion Terafab Explained — The Plan to Build 4 Billion Chips a Year 7:01 – 8:20

Tesla's $25 Billion Terafab Explained — The Plan to Build 4 Billion Chips a Year

The Tesla Breakdown

2 chips/Optimus, 100M/year demand

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Just Happened! Inside Terafab: Optimus Gen 3 Just Built Its Own AI5 Brain! 8:03 – 11:16

Just Happened! Inside Terafab: Optimus Gen 3 Just Built Its Own AI5 Brain!

Tech Revolution

10M/year Optimus capacity

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Tesla Q1 Stuns, First Terafab Details Revealed (recap & highlights of Tesla earnings call) 11:34 – 15:25

Tesla Q1 Stuns, First Terafab Details Revealed (recap & highlights of Tesla earnings call)

Solving The Money Problem

$20K COGS goal at scale

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