🔥 NOW: Elon Musk’s Tesla, SpaceX, and xAI announce TERAFAB
What is happening?
• Joint chip manufacturing facility revealed
• Aimed at powering AI satellites and robots 🤖 $RDNT
• Designed as world’s largest chip production site $NIGHT
• Focus on vertical AI hardware integration
What this suggests:
• Push for in-house AI compute supply
• Reduced reliance on external chipmakers
• Massive scale-up in AI infrastructure $KAT
Context:
• AI demand driving chip shortages globally
• Robotics and satellite AI require specialized hardware
📊 Market takeaway:
Bullish for AI infrastructure narrative. Vertical integration could accelerate deployment of AI robotics and satellite networks.