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Optimus Robot & Terrestrial Chip Demand

20% of output supports Optimus (1-10 billion units/year target) and Cybercab; each robot needs multiple high-end AI chips, driving demand far beyond current auto needs.

Elon Musk Reveals Tesla’s Secret Terafab AI Factory 9:56 – 11:05

Elon Musk Reveals Tesla’s Secret Terafab AI Factory

Tech West Future

Optimus volume projection

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Tesla's Terafab Just Hit $119B — The 2% Supply Problem That Explains Why It Has To Exist 2:27 – 2:57

Tesla's Terafab Just Hit $119B — The 2% Supply Problem That Explains Why It Has To Exist

The Tesla Breakdown

Robot compute intensity

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