Mar. 23 at 9:35 PM
Elon Musk plans a massive chip factory ("Terafab") for
$TSLA, xAI & SpaceX. Starting with
$20B in equipment in 2026, it could need 1B
$NVDA GPUs/year. Chip-tool makers like
$ASML,
$KLAC &
$AMAT may benefit big. https://notreload.xyz/elon-musk-unveils-25b-terafab-chip-factory-in-austin/