Elon Just Revealed What SpaceX Really Is

The world's biggest chipmakers are lining up behind Terafab, and Elon now calls SpaceX a super intelligence company. We break down TSMC's reported talks, Intel's 14A deal, Nvidia and ASML's backing, and Terafab's goal of building one terawatt of compute a year, about 50 times today's global AI chip output.

Jeff Lutz is an ex Supply Chain C-Level Exec at several Fortune 100 companies like Google, Lenovo and Motorola. Currently running his own consulting firm.

Follow Jeff Lutz on X: @theJeffLutz

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