Elon Musk says ASML and other suppliers expedite shipments to Terafab
Elon Musk told investors on SpaceX’s Q3 2026 earnings call that ASML, Applied Materials, Lam Research, KLA, Tokyo Electron and other key equipment makers are accelerating deliveries for the joint Tesla‑SpaceX Terafab chip fab in Texas. He said the plant aims to start volume chip production in the third or fourth quarter of 2028, with an experimental test chip expected around Q2 2027. Musk…
Key points
- Musk announced ASML, Applied Materials, Lam Research, KLA, Tokyo Electron and others are expediting equipment deliveries for Terafab.
- Terafab aims to produce 1 TW of AI compute annually, targeting volume chip production by Q3‑Q4 2028 and first test chip Q2 2027.
- Musk said SpaceX/xAI will deploy a 440,000‑GPU Nvidia “Vera Rubin” cluster by Q2 2027, seeking 13 GW AI compute by end‑2027.
Musk also outlined AI‑compute goals, projecting 2.5‑3 GW of capacity by the end of 2026 and an additional 10 GW in 2027, for a total of about 13 GW. To hit that, SpaceX and xAI plan to procure a 440,000‑GPU Nvidia “Vera Rubin” training cluster by the end of Q2 2027. Terafab’s long‑term target is 1 TW of AI compute per year, a scale that would rank the single building among the world’s top‑20 economies by GDP. Experts note the ambition dwarfs the roughly 44 GW of global AI‑optimized data‑center capacity reported by Gartner, and many question whether the timeline is realistic.
The story so far
2 episodes →- Elon Musk says ASML and other suppliers expedite shipments to Terafabthis story
ASML and other critical semiconductor equipment suppliers expedite shipments to Musk's Terafab
Tom's Hardware · 21 October 2026
Loading the full article…
This text was published by Tom's Hardware and written by Etiido Uko. It is reproduced here with attribution so you can read it in full; the rights remain with the publisher. Read it at the source ↗
The headline, key points and digest above were generated by Digest AI's editorial model from the linked sources. Automated summaries can contain errors: the sources are the record. Spotted a mistake? Tell us. Published by Martin K., who runs Digest AI and handles corrections.
More in Hardware & Compute
All →- Meta tests robots to swap cables and reseat hardware in its data centers · 1 src
- NVIDIA launches RTX Spark for personal agents and DGX Spark 64GB on Oct. 23 · 3 src
- Photon Bridge raises €10 million to develop laser sources for AI data centers · 1 src
- Nvidia says 1GW AI factory costs $50 billion, unveils DSX POD · 7 src
- NVIDIA launches OpenShell reference architecture for safe AI agents · 8 src
Comments
via GitHub Discussions