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On August 6, $SPACE and Tesla revealed plans to build “Terafab,” a massive semiconductor facility in Texas. The initial investment is expected to be about $16.8 billion, with the potential total investment reaching roughly $119 billion if fully expanded. The goal? To produce AI chips for Tesla’s Optimus and Cybercab, as well as $SPACE AI and space-based computing infrastructure. This is a much bigger story than just another chip factory. Musk appears to be building an integrated ecosystem: AI chips, data centers, Tesla’s robots and autonomous vehicles, and $SPACE future space-based computing infrastructure. The real question is no longer whether Musk wants to enter the AI infrastructure race. It’s how much capital he is willing to spend to build the entire stack himself.