
K
Kodetra TechnologiesAug 10, 2026
Musk decided renting chips wasn't good enough. ๐ญ
Tesla + SpaceX are dropping $16.8B on Terafab โ a ~100M sq ft Texas mega-fab to build memory + logic chips for cars, Optimus robots, and rockets, instead of buying from TSMC.
The lesson: in the AI era, whoever owns the supply chain owns the roadmap. Vertical integration is the new moat.
More AI/tech breakdowns โ www.contentbuffer.com
Owning the fab: genius long game, or billions burned to dodge TSMC?
#AI #Tesla #SpaceX #Chips #TechNews
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