Optimus humanoid robots

Product

Last mentioned: Mar 23, 2026

Timeline

  1. Projected Bottleneck

    Window where external foundry capacity is expected to fail Tesla's demand requirements.

  2. Terafab Launch

    Official announcement of the Terafab joint venture in Austin, Texas.

  3. Supply Warning

    Musk flags chip supply as a future growth ceiling during Tesla's earnings call.

Stories mentioning Optimus humanoid robots 1

markets Bullish

Musk Launches Terafab: A High-Stakes Bet on Vertical AI Chip Production

Elon Musk has unveiled Terafab, a joint venture between Tesla, SpaceX, and xAI designed to manufacture proprietary 2-nanometer AI chips in-house. By building a domestic foundry near Giga Texas, Musk aims to eliminate reliance on external suppliers like TSMC to fuel the massive compute needs of Tesla’s future robotaxi and humanoid robot fleets.

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