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Musk’s latest moonshot
Jensen Huang spent Monday at the All-In Summit doing what Jensen Huang does best lately: talking about Elon Musk like he’s the final boss of engineering. Asked about Terafab — the giant semiconductor-manufacturing project Musk has floated with Tesla and SpaceX — Huang didn’t blink. His verdict: if anyone can pull off something that audacious, it’s Musk.
That’s not exactly a binding business plan, but it is a meaningful signal. When the CEO of Nvidia says Musk’s chipmaking ambitions are believable, you’re hearing one of the industry’s most influential voices basically say, “yeah, that’s insane… but possible.”
Why investors should care
Terafab is trying to do a lot at once:
- build chips
- design masks and packaging
- scale to a giant, vertically integrated operation
- support Tesla vehicles, Optimus robots, and orbital AI dreams
In other words, it’s the kind of project that makes normal capital expenditure look like pocket change. SpaceX’s filing says timelines and spending are still fuzzy, and neither Tesla nor Intel is locked in forever. So this is still more sci-fi whiteboard than factory floor.
The Nvidia angle
The investor twist is that Huang also left the door open — at least rhetorically — to Nvidia being part of this future. He stopped short of saying Nvidia would fab chips there, but he made it clear the company has serious process-tech know-how and systems muscle.
Big picture: this isn’t a revenue announcement or a signed deal. It’s more like a neon sign flashing over the AI hardware world: Musk’s chip ambitions are getting taken seriously by one of the most important CEOs in semis. That matters because whenever Nvidia’s orbit shifts, the rest of the chip ecosystem tends to feel the gravitational pull.