X @Elon Musk

RT Josh Kale (@JoshKale)Tesla’s TeraFab officially begins TODAY 🏭 This is make or break for possibly the whole AI industryElon’s trying to build a 2nm chip fab from scratch. The most advanced process node on Earth.Only 3 companies can do this. TSMC spent $165 billion on their Arizona cluster alone. It took decades of institutional knowledge.Tesla has manufactured zero semiconductors. Ever.But they don’t really have a choice choice:Even in the best-case scenario where TSMC, Samsung, and Micron all max out pr ...