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Terrestrial Chips for Optimus & FSD

20% of output supplies AI5/AI6 inference chips for Cybercab, Optimus robots, and full self-driving. Each robot requires multiple high-performance chips.

Tesla Terafab Deep Dive: $119 Billion to Solve the Biggest AI Bottleneck 6:01 – 8:26

Tesla Terafab Deep Dive: $119 Billion to Solve the Biggest AI Bottleneck

China EV World

Edge chips optimized for vehicles and robots

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Inside Elon Musk’s $119B TERAFAB — Nothing Like This Exists 4:09 – 6:51

Inside Elon Musk’s $119B TERAFAB — Nothing Like This Exists

Quantum Loop

Robot volume dwarfs current automotive demand

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