TERAFAB | SpaceX & TSLA Treasury

We’ve opened our official $TERAFAB X Community. This is the place for everyone that follows TERAFAB, for holders, supporters, and anyone who wants to help the project grow. We’ll use it for: TERAFAB updates X raids post ideas content sharing community discussion Tesla / SpaceX / xAI / AI compute news connected to the narrative Basic rules are simple: keep it respectful, stay active, don’t spam, and help push real TERAFAB content. We are building this together. Website: TeraFabXi.com X: x.com/TeraFabXi X Community: x.com/i/communities/… Telegram: t.me/TeraFabXi CA: 2J54vKQubDdkgfMNXpZUB5h9zVvjRUcsWVjrkzhyq93m $TERAFAB

People celebrate the products. Engineers celebrate what made the products possible.

The best technology is the kind that makes people feel safer.

@elonmusk @SpaceXAI @SpaceXAI needs chips. Lots of chips.

Based on strong positive feedback from customers in our beta test program, @SpaceXAI will make Grok 4.5 available to the public tomorrow. It is an Opus-class model, but faster, more token-efficient and lower cost.

@cb_doge Tesla. SpaceX. Separate or together, Terafab powers the vision.

BREAKING: JPMorgan says a Tesla–SpaceX merger could make strategic sense. • Elon Musk could unify leadership across both companies • AI, robotics, energy, transportation & space under one company • Vertical integration could unlock major synergies • Terafab could strengthen manufacturing & AI infrastructure • Combined SpaceX-side total addressable market: $28.5T JPMorgan says the biggest hurdles would be regulatory approvals and corporate governance, making any merger highly complex.

@cb_doge The future is autonomous. The future also needs an insane amount of compute. That's where Terafab enters the picture.

The future is autonomous.

@Timboo Terafab is one of those rare ideas that's attracting attention from both stock investors and crypto communities. We are even running a tribute token around the vision months ago. Excited to see the story gaining traction.

Nobody’s pricing in the compute stack. Vertical integration from cooling to substations to turbines to Terafab means SpaceX controls cost and speed/watt end to end. No external bottlenecks. No margin stacking from suppliers. Same playbook that took launch costs down 10x. Now pointed at AI infrastructure. Underappreciated is an understatement. $SPCX

@cb_doge No towers, no special phone, just coverage where there was none. That's huge.

BREAKING: Starlink Direct to Cell now reaches over 1 million people in Chile 🇨🇱 • Over 1 million Chileans can now access Entel + Starlink Direct to Cell in areas with no traditional mobile coverage. • Coverage now spans nearly the entire country, from the Atacama Desert to the Magallanes region. • Works with compatible LTE smartphones and automatically connects to Starlink satellites when users leave terrestrial network coverage. • No special satellite phone or additional hardware is required. • Chile became the first country in Latin America to commercially launch Starlink Direct to Cell. • Entel and SpaceX first announced their Direct to Cell partnership in 2023, making this the latest major expansion milestone. • The service is helping connect remote communities, travelers, rural workers, mining operations, and emergency responders where cellular towers don’t reach. Starlink is proving that even the most remote places don’t have to stay disconnected.

@GuntherEagleman Imagine checking your account years from now and realizing you owned a piece of SpaceX from childhood. That's a pretty cool story.

🚨 SPACEX MAKES MASSIVE DONATION, 2 MILLION SHARES TO TRUMP ACCOUNTS FOR AMERICA’S KIDS! SpaceX President and COO Gwynne Shotwell and her husband stepping up big time: Gifting SpaceX stock directly into Trump Accounts for over two million American children. Shotwell: “My husband and I are honored... to gift a share of our SpaceX stock to a Trump Account for each of more than two million children... We have been fortunate in our careers and hope this gift encourages the next generation to continue the journey of enabling humanity to live and fly amongst the stars.” Real patriots investing in the future. Mars dreams start with strong American kids. This is how you build the next generation of explorers!

@tslaming Japan has always been one of the hardest markets for foreign automakers. Seeing Tesla build real momentum there feels like a much bigger story than people realize. 🇯🇵

GOOD NEWS 🇯🇵 Japan is riding a massive Tesla wave right now, with a giant transport ship loaded with thousands of Teslas having just unloaded at Toyohashi Port 🔥 Tesla just grabbed the #2 spot for June registrations in Japan's imported car market. Sales are picking up serious steam, and Q3 is looking like it’s going to be HUGE for Tesla Japan 🔥

@herbertong @TeslaLarry The exciting part is how all these projects reinforce each other

Is Tesla about to enter the most important chapter in its history? @TeslaLarry discussed why the next 12–18 months could define what's next for Tesla! We covered: • Cybercab & Robotaxi • Optimus • Tesla Semi • AI5, Cortex 2 & Terafab • Tesla Energy • FSD growth • Why Tesla may be evolving into much more than a car company If Tesla executes on these milestones, the next chapter could be even bigger than the first. 🚀 $TSLA

@jukan05 @beffjezos True, it's meant for internal use. But "internal" doesn't mean the impact stays internal. If it enables Tesla, SpaceX and Optimus to scale far beyond what's possible today, the effects will reach millions of people through those products, powered by TERAFAB chips..

@beffjezos Isn’t the terafab meant for internal use, not for selling capacity to external customers?

You can’t manufacture meme culture. You earn it. SHIBA, DOGE, PEPE, FLOKI, WOJAK… they all started with early believers who kept the culture alive before the crowd showed up. Terafab is still early, building.

@TheTeslaSignal Hiring someone who's spent years solving fab problems says a lot where Terafab is going

Terafab sounded like a moonshot until this hire. Tesla just hired Gary Jiang, a 17 year Intel veteran, as a director. This is not a random semiconductor resume. Tom’s Hardware says Jiang was responsible for equipment install and moving Intel’s 18A process from the Oregon development fab into Fab 52 in Arizona. That is exactly the kind of pain Terafab has to survive. Not chip design. Fab execution. Tools. Ramps. Yield. Process transfer. The caveat matters too. Tesla is not supposed to own the full volume fab first. Musk has said Tesla handles the research fab at Giga Texas, while SpaceX handles high volume manufacturing later. So this looks like the first serious operator hire for the pilot stage. That is why I like this story. Terafab is still early. But this is the kind of hire you make when the project moves from slide deck to shop floor.

@imnotharsh Manufacturing is quietly becoming the biggest competitive advantage in AI

$INTC Earnings is upon us again this month. I will be doing a Q2 Earnings preview as I did with Q1. But, a reminder from a post of mine a few months ago to contextually understand why the current valuation does not tell the whole story for Intel. Be forward looking. Intel's Balance Sheet and Earnings will flip on a dime, thanks to Intel Foundry. And Wall Street won't be ready. The re-pricing is not complete for the near future roadmap (this year alone) where Intel's FCF and P/E will turn on its own axis. Intel’s advanced packaging business is quietly turning into a multi-billion rocket ship. EMIB-T yields are already ~90%, $TSM’s CoWoS is sold out through 2027, and Intel’s CFO, David Zinsner, in Q1, upgraded guidance to “billions per year” in external packaging revenue once the first lines ramp. With hyperscalers desperate for US-based capacity, all confirmed signed deals with $GOOGL Google, $TSLA Tesla Terafab, and $AAPL Apple (with what I believe is also an $AMZN Trainium deal / $NVDA Nvidia Feynman GPU upcoming) will deliver exactly that, and fast. Think about the roadmap like this: -> 1 deal (Google TPUs, Apple base series chips, or Terafab packaging) can amount to $1–3B annual run-rate by end of this year. That alone matches the floor that Zinsner set forth and shows up in H2 2026 earnings as the first line comes online. -> 2 deals (Google plus Amazon Trainium or Tesla Terafab kickoff) = $5B+ run-rate in 2027–2028. Capacity expansions in the U.S., Vietnam, and Malaysia make this very doable, especially since EMIB-T shines on the huge multi-die AI chips everyone wants. -> 3 or more deals (add Apple silicon plus $META / $NVDA) = $10–20B+ annual packaging revenue by 2028–2030. Tesla’s terawatt-scale Terafab ambition alone could push the upside much higher. Wafer wins usually follow packaging wins, so this becomes the on-ramp to full Foundry scale. Intel doesn’t need every deal to win big. Even partial execution here is a game-changer while TSM is capacity-constrained. That is just Foundry. What about their core business? Re: CPUs, margins are increasing as the pricing power that Intel has is well known at this point by anyone who has followed Intel. Intel OWNS the CPU market, ICYMI. $AMD might be growing and the narrative might be overtly in favor of AMD, but don’t forget the power Intel owns in Consumer and Enterprise. GET READY FOR ANOTHER GENERATIONAL EARNINGS PRINT. THE GUIDANCE IS COMING. Laugh now, cry later. Long. Live. Intel.

@cb_doge $18k for a new Model 3? That's wild

BREAKING: Tokyo has emerged as one of the world’s cheapest places to buy a Tesla. • Up to US$16,000 in EV incentives • Tesla Model 3 starts at about US$33,000 before subsidies • Effective price can drop to around US$18,000 (or even lower in some districts) • National and Tokyo subsidies can be stacked • Tesla qualified for the highest subsidy tier • Among the world’s most generous EV incentive programs

@beffjezos Demand isn't slowing down. The supply chain has to catch up.

Elon needs to make Terafab ASAP to break up the memory racket's strangle on the AI supply chain

@SERobinsonJr Terafab will be huge @SERobinsonJr

TERAFAB: With the purchase of the three-acre parcel containing a pump station on the Navasota River (3) and a one-acre parcel that includes a section of the river (2), SpaceX has secured direct access to water intake capabilities for supporting the Terafab facility. Earlier state records also show that water rights associated with the Terafab site had been expanded years prior. The large parcel purchased on the west side of Gibbons Creek Reservoir (1) comes with existing water rights and intake infrastructure tied to the reservoir. These water rights, which were largely intact from the prior TMPA framework, transfer with the property to SpaceX. The reservoir’s pre-existing intake, discharge permitting, and water rights framework provide the Terafab project with immediate access, significantly reducing the time and regulatory steps needed to secure water resources for large-scale semiconductor manufacturing. More Elon Musk companies news in the EC below!

We want to update metadata on @JupiterExchange Old Website: terafabxi.com New website for update: terafabai.io $TERAFAB : jup.ag/tokens/2J54vKQ…

@Teslaconomics That drink cooler is looking pretty tempting right now. 🥵❄️

Anyone buying something from Tesla’s new special summer collection? 🙋🏻‍♂️ shop.tesla.com/category/speci…

Every successful mission needs a good co-pilot