“Elon Proves Them Wrong Again. $1 Trillion Terafab Is NEXT.”
Nvidia will likely fund or prioritize SpaceX AI and join TerraFab to mitigate TSMC supply chain concentration risk.
I'll form an exclusive partnership with Nvidia, who, you know, see me as a generator of endless demand for chips, so they'll give me a better deal than they give competitors to fit into these things.
Nvidia's CEO, Jensen Huang, is extremely intelligent. He is also a very realistic person. He is a long-standing supporter of his favorite client, Elon Musk, who also possesses great business acumen.