A $25 Billion Moonshot: Tesla Prepares To Launch Terafab In Four Days

[TCC]

https://www.forbes.com/sites/jonmarkman/2026/03/17/a-25-billion-moonshot-tesla-prepares-to-launch-terafab-in-four-days/

Tesla Wants to Build the World's Largest Chip Factory. Its Last Moonshot Manufacturing Bet Missed Every Target for Three Years.

On March 14, Elon Musk posted seven words on X: "Terafab Project launches in 7 days." The March 21 event will mark the formal commencement of Tesla's plan to build an in-house semiconductor fabrication facility, first confirmed on the January 28, 2026 earnings call. The estimated cost: $25 billion. The stated production target: 100 to 200 billion custom AI and memory chips per year. The target technology: 2-nanometer process, the most advanced node in commercial production.

The original article called this "Tesla's AWS Moment" and compared it directly to Amazon building data centers to power its own online store. The comparison is interesting but demands honest context about what Tesla has actually executed versus what it has promised.

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20 Minute Video Explaining the Context

 

[mattfivefour]

Um, March 21 was yesterday.

 

[TCC]

I believe the video was the inauguration. And was captured and posted on youtube yesterday. Its a fascinating video in that Elon discusses several operations moving together. The main idea is to build and launch something into space that will absorb more power from the sun than we can on earth in order to massively increase power options on earth. Its an incredible venture that just launched.

Something that I recall from years back is that some were thinking that Elon was just a government op poser. But it seems like he really understands his inventions in deep concept (and certainly in their visionary concept). In any event, it is an amazing scientific time to be alive. In some ways it makes me think about what it will be like when the false prophet calls down fire from heaven. Perhaps the ultimate in science most severely integrated into government for fullest deception.

In the short term though, it is great to see the age of grace good use of evolving sciences in our day and age. Blessings.

 

[Tall Timbers]

I admire Elon along with all of his ideas, and at the same time I'm thankful that I've never been drawn to invest in any of his companies.