Optimus

Technology

Last mentioned: Mar 23, 2026

Timeline

  1. Production Target

    Estimated window for the first internally manufactured chips to enter Tesla vehicles.

  2. Expected Groundbreaking

    Anticipated start of construction for the first 'Terafab' facility in Texas.

  3. Official Announcement

    Elon Musk unveils plans for dual chip factories in Austin during a strategic briefing.

  4. Compute Ramp-up

    Tesla and xAI spend billions on NVIDIA H100s while developing internal Dojo hardware.

Stories mentioning Optimus 4

product-launch Bullish

Musk Announces SpaceX and Tesla Advanced Chip Factories in Austin

Elon Musk has unveiled plans for SpaceX and Tesla to construct two advanced semiconductor manufacturing facilities in Austin, Texas. These factories will produce specialized silicon for Tesla’s autonomous vehicles and humanoid robots, as well as high-performance chips for large-scale AI data centers.

2 sources
market-trends Bullish

Musk to Build Dual SpaceX and Tesla Chip Factories in Austin

Elon Musk has announced plans for SpaceX and Tesla to construct two advanced semiconductor facilities in Austin, Texas. These factories will produce specialized chips for electric vehicles, humanoid robots, and high-scale AI data centers, deepening the vertical integration of his industrial empire.

2 sources
manufacturing Bullish

Musk Announces $25B 'Terafab' Chip Factories for Tesla and SpaceX in Austin

Elon Musk has unveiled plans for Tesla and SpaceX to construct two advanced semiconductor manufacturing facilities in Austin, Texas. The 'Terafab' project aims to produce specialized chips for humanoid robots, autonomous vehicles, and large-scale AI data centers, marking a massive shift toward vertical supply chain integration.

2 sources