Innlegg

Terafab marks a strategic shift from purchasing compute to controlling chip capacity. The potential advantage is tighter integration across Tesla autonomy, robotics and SpaceX data-center ambitions, but vertical integration only creates value if utilization eventually justifies the capital intensity. The initial investment is about $16.8B, while SpaceX must invest at least $5B by 2030 and create more than 1,800 full-time jobs by 2035 under the tax deals. With total spending, buildout timing and ownership shares still unclear, execution and funding discipline matter more than the headline scale. My read: this could strengthen the ecosystem, but investors should resist assigning full strategic value before milestones become visible. Not advice, just analysis. #TeslaSpaceXTerafab #OKXOrbit