Jan. 29 at 2:19 PM
$QUIK 2 of 4
TSLA (Musk) said THIS:
<< I mean, when I look ahead at, say, what’s the limiting factor for Tesla growth, if you go, say, three or four years out, I think it actually is chip production.
Is there enough AI, okay, enough AI logic and enough AI, and enough memory, enough RAM for our volume?>>
ELON, being as smart as anyone ever, is looking to build his own chip fab (Terafab) to have his own supply.
<< So I think we-- if we don’t do the Tesla Terafab, we’re gonna be limited by supplier output of chips.
AND I THINK MAYBE MEMORY IS AN EVEN BIGGER LIMITER THAN AI LOGIC.
So you know, for example, we have chip supply deals with TSMC in Arizona and Samsung in Texas, but currently there are no advanced memory fabs at scale in the United States.
There are zero, literally zero.>>
Continued.