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3 Kommentare
Submission statement: Elon is planning on building a massive chip manufacturing plant on Texas. This is a big step in the US decoupling from Taiwan and makes the future uncertain for them. Besides, it will make Musk and his companies even richer. Perhaps we will see the first trillionaire come during Trump’s administration. And so much investment on AI infrastructure will be a double edged sword. I just hope it doesn’t go in the direction of the Dark Enlightenment.
So asml has multi year lead times, and chips are supply constrained in so many ways. The machines the chemicals, the wafers, the staff, clean water, energy etc. Making a gigantic facility is just a small part of making chips.
Is this before or after Hyperloop? Self Driving Teslas/Robotaxis? Roadster? Working auto wipers on his cars?
Musk claims a lot of things, but delivers on few of them, so I won’t be holding my breath.