Analyzing Elon Musk's TeraFab — A step towards Tesla and SpaceX's partial vertical integration, or an unattainable dream?

Elon Musk's TeraFab has been announced, and the first employees are now being hired. But can this venture scale to all of its terawatt glory? Or will it just help Tesla, SpaceX, and xAI land additional chips they cannot get from regular partners?

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