N🚀i🚀l🚀i🚀
185 posts
Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional. It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying. The breakthrough likely lies in overhauling the overall facility’s cleanroom model. By moving wafers in sealed pods with localized micro-environments, the fab no longer needs a monolithic ultra-clean space. Elon’s line about “eating cheeseburgers and smoking cigars” on the fab floor isn’t silly, it’s the practical reality of a radically simpler, cheaper, faster approach that could finally change the economics of chipmaking. This is all forced by the brutal “pinch” in chip supply. Tesla must produce on the order of 100–200 billion AI chips per year just to saturate its roadmap. That volume powers: FSD cars & Robotaxis (tens of millions of vehicles needing AI5 inference for near-perfect autonomy), Physical Optimus (scaling from thousands today to millions per year, each requiring AI5/AI6-level compute), Digital Optimus (the new xAI-Tesla software agents for digital/office automation, running massive inference clusters), Space-based data centers (AI7/Dojo3 orbital compute for GW-scale training and inference beyond Earth limits). AI5 delivers the ~10× leap for vehicles and early robots; AI6 shifts focus to Optimus + terrestrial DCs; AI7 goes orbital. No external foundry (TSMC, Samsung, etc.) can deliver that scale or timeline— hence the Terafab launch. Without it, the entire robotics + autonomy future hits a brick wall. Terafab isn’t optional; it’s the only way forward.
Surge Drills 116 Meters of 3,752 ppm Lithium in Infill Drilling; Including 32M of 4,521 ppm Lithium 🔗: surgebatterymetals.com/news “This infill drilling is doing exactly what it was designed to do: upgrade the resource, confirm continuity of some of our best lithium intercepts and de‑risk the early years of a potential mine plan at Nevada North. Coupled with a robust PEA economic profile, we believe Nevada North is strongly positioned as we move forward with the development of our PFS. We look forward to updating the Mineral Resource Estimate as our next key milestone” - Greg Reimer, CEO & President (🇨🇦 $NILI.v | 🇺🇸 $NILIF | 🇩🇪#X0D)
@DillonLoomis Yes
JUST IN: 🇺🇸🇨🇳 US develops critical minerals pricing system and begins talks with over 50 countries to end reliance on China.
[Tesla Korea 채용공고 - AI Chip Design Engineer] Tesla에서 세계 최고 수준의 대량 생산 AI 칩 개발에 함께할 인재를 찾습니다. 해당 프로젝트는 향후 세계에서 가장 높은 생산량을 기록할 AI 칩 아키텍처 개발을 목표로 합니다. 📌 모집 직무 AI Chip Design Engineer 📌 지원 방법 아래 내용을 포함하여 Ai_Chips@Tesla.com 이메일 지원 - 본인이 해결했던 가장 어려운 기술적 문제 3가지
