EPISODE · Apr 19, 2026 · 6 MIN
Terafab: The $25B Chip Fab Nobody Believed In
from Tesorb Signal: Tesla, SpaceX, and the Musk Companies
Tesla, SpaceX, and xAI announced a twenty-five billion dollar chip fab and the semiconductor industry laughed. Then Intel signed on — and announced a gallium-nitride chiplet breakthrough the same day. Lena Ruiz on why Terafab isn't really a bet on chips, but on orbital AI compute.
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Terafab: The $25B Chip Fab Nobody Believed In
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This episode was published on April 19, 2026.
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