phil beisel
@pbeisel · Jan 18, 2026
Yeah, Elon will need Tesla's own gigantic chip fab ("TeraFab") if the ambitious plans hit full throttle: Robotaxis scaling to millions, Optimus in the tens/hundreds of millions, and large-scale AI clusters for training/inference (space or terrestrial).
Why? TSMC & Samsung (via big
Elon Musk@elonmusk· Jan 18, 2026@niccruzpatane Seems to be the only option for super high volume
Elon Musk
@elonmusk
🎯
06:34 AM · January 19, 2026 · 122.5K views
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