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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
Tech West FutureOptimus volume projection
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Tesla's Terafab Just Hit $119B — The 2% Supply Problem That Explains Why It Has To Exist
The Tesla BreakdownRobot compute intensity
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