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Elon Musk Launches Tesla Terafab. Should ASML Be Worried?→
TESLA TERAFAB: REAL VISION, BRUTAL TIMELINE. ADD 2 YEARS TO EVERY MUSK DATE.→
KOREA OWNS 90% OF THE $100 BILLION AI MEMORY MARKET.→
/////Semiconductors, Quantum, Data Centers, and Infrastructure
When does Terafab deliver its first chips?
My forecast: first meaningful output in 2028 at the earliest, full scale a 2030 story. The rule that never fails: add 2 years to whatever Musk promises. The 4680 battery taught everyone that lesson, tuition-free.
Read the related blog posts
Elon Musk Launches Tesla Terafab. Should ASML Be Worried?→2 related prediction cards
TESLA TERAFAB: REAL VISION, BRUTAL TIMELINE. ADD 2 YEARS TO EVERY MUSK DATE.→More FAQs about Semiconductors, Quantum, Data Centers, and Infrastructure
Why are data centers becoming strategic assets?→Why does Igor Beuker call infrastructure invisible?→Why do undersea internet cables matter?→Will teleportation ever be real?→Why are AI data centers moving to sea and space?→How big is the offshore data center market?→Your question not here? Ask Igor. 2 questions, unlimited for Misfits.
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