Elon Musk’s SpaceX Plans $55 Billion Investment to Make A.I. Chips

kept by eddie may 08

SpaceX plans a $55 billion investment in a new semiconductor factory, Terafab, to manufacture AI chips and deepen Elon Musk's push into artificial intelligence.

Elon Musk’s New Texas Factory Will Be the Largest Building on Earth, If All Goes According to Plan
Elon Musk plans to build a 100-million-square-foot chip factory in Texas, Terafab, to serve SpaceX and Tesla, seeking taxpayer-funded incentives despite local opposition.
also on Terafab, #manufacturing, Elon Musk, SpaceX
How Elon Musk Plans to Bypass the ASML Bottleneck to Build TERAFAB
Musk's TERAFAB plan bypasses ASML's EUV bottleneck by using Intel GaN chiplets on mature nodes and advanced 3D packaging to achieve 1 TWh compute capacity.
also on #ai-hardware, #semiconductors, #manufacturing, SpaceX
Silicon Frontier
Control over semiconductor supply chains, from ASML's lithography to TSMC's manufacturing and NVIDIA's CUDA ecosystem, determines which entities dominate the AI era.
also on #ai-hardware, #semiconductors, #manufacturing
Nvidia’s Risky Business – Stratechery by Ben Thompson
Nvidia is partnering with major financial firms to create $500 billion in financing platforms for AI infrastructure, transforming compute into an investable asset class and expanding systemic risk in the AI buildout.
also on #semiconductors, Google
South Korea is obsessing over Nvidia CEO Jensen Huang's visit
South Korean investors track Nvidia CEO Jensen Huang's every move during his celebrity-like visit, hoping for deeper tech supply-chain ties.
also on #semiconductors, #ai