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Open original source ↗Time for another narrative change at $TSLA. Who needs FSD and Robotaxi’s when you can spend $5-13T on AI chip fabs?! That’s only 16-40% of US GDP. https://t.co/WY1jWoAqkZ
(2) And just so we’re clear how absurd these numbers are, the $NVDA + $TSM complex is doing about $340B in annual revenues, on $200B of invested capital. At 50x that amount of capital ($10T)a comparable amount of revenue would be $17T, or 90% of the entire revenue of the S&P 500!
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Elon Musk’s lieutenants have reached out to chip industry suppliers for his envisioned Terafab project, early steps in an audacious and likely arduous attempt to break into the production of cutting-edge chips https://t.co/KXn3t77NIR
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