Veytics Intelligence
2026-10-22 · Yahoo

TeraFab's $16.8 billion bet to start producing 100K chips a month

In the Loop host Ejaaz Ahamadeen comments on Elon Musk's proposed $16.8 billion investment into his TeraFab semiconductor manufacturing project. Video Transcript 00:00 Speaker A There's one more thing holding them back, chips. You need physical hardware to house the brain for all of these different things, whether it's the AI model to train and inference it, or whether it's the humanoid robot or the car to power it. Who's going to build those chips? 00:12 Speaker A Could be Nvidia or it could be whatever the merger of SpaceX and Tesla is, which we've seen very clearly most recently, Terra fab. Terra fab is basically the most ambitious effort to try and build the biggest chip plots specifically for AI and compute and devices in general on Earth.

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