Cern Basher
@CernBasher · Mar 22, 2026
What is the Present Value of TERAFAB?
TSMC and Samsung make about $2 billion in revenue per GW of AI chips they produce. Nvidia makes about $10 billion and AMD makes about $6 billion per GW of AI chips/systems they sell.
Let's assume that Tesla's TERAFAB economics are similar
Elon Musk
@elonmusk
Growth will continue far past a terawatt
04:06 PM · March 22, 2026 · 84.2K views
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