Rocket is coming! Musk builds his own chip super factory! Annual output of 1 terawatt of computing power, 80% for space and 20% for the ground! What is the concept of 1 terawatt? More than all data centers in the world combined Today, Musk released another heavyweight news. Tesla's self built chip factory "Terafab" project is about to start. The goal of this project is to produce over 1 terawatt of computing power (logic, memory, and packaging) annually, of which approximately 80% will be used in space and approximately 20% will be used on the ground. What is the concept of 1 terawatt? The familiar "terawatt" is a unit of power used for computing power, which means that the chips produced by this factory can complete enough calculations per second to support a country's AI computing power demand. Musk's goal is to build a 'computing power plant'. How big is 1 terawatt of computing power? At present, the world's top AI supercomputers have computing power of only tens to hundreds of P (1P=10 to the power of 15). 1 terawatt is approximately equal to 1000P. If calculated based on a single H100 chip at approximately 0.01P, 1 terawatt is equivalent to 100000 H100 chips operating simultaneously. This is not a chip factory, this is a 'computing city'. Musk wants to use it to feed Starlink, Starship, Tesla cars, and his various' Mars plans' at the same time. Why does Tesla have to make its own chips? Previously, Musk bought Nvidia cards and bought B200 from H100. The more he bought, the more he realized that "the computing power was not enough and the cost was too high". Moreover, Nvidia's chips are designed for general AI, and what Musk needs is more customized and efficient computing power for autonomous driving, robotics, and satellite computing. So he decided to make it himself. Terafab， It's Tesla's' computing power money printer '. 3. 80% for space and 20% for the ground - what does this ratio indicate? 80% of computing power goes to space, which means Musk's focus is on Starlink, Starship, and even Mars base. Starlink needs to process massive amounts of data, starships require real-time navigation and control, and Mars bases require highly self-sufficient AI systems. All of these require computing power, and a large amount of computing power is needed. 20% goes to the ground, mainly for Tesla's autonomous driving and robotics business. Tesla's cars generate massive amounts of driving data every day, and training FSD (fully autonomous driving) requires a huge computing power pool. A 20% share is sufficient to support the computing power demand of a fleet of tens of millions of vehicles. What does it mean for the industry? ·Nvidia's challenger has arrived: Musk's self built chip factory means Nvidia will lose a super large customer and gain a potential competitor. Although it will not shake Nvidia's position in the short term, in the long run, the AI chip market is undergoing differentiation. ·The automotive chip landscape is changing: Tesla's successful self-developed chips will force other car companies to follow suit. In the future, cars will not only be equipped with batteries, but also with brains. Whoever can make their own chips will be able to master the core computing power. ·Space computing new track: Musk dedicates 80% of his computing power to space, opening up a new track - space computing. Satellites, spacecraft, space stations, and lunar bases all require computing power. This is more extreme than ground data centers, testing the power consumption, size, and radiation resistance of chips more. 1 terawatt of computing power, 80% in space and 20% on the ground. Elon Musk's Terafab is not just a chip factory, but he is building a 'computing empire'. From Starlink to Starship, from Tesla to Optimus, computing power is the foundation that supports all dreams. He doesn't want to be choked by Nvidia, nor does he want to be constrained by any chip manufacturer. So he reached out to chip manufacturing - a path that car factories had never taken before. Next, he will face challenges from semiconductor giants such as TSMC and Samsung. But in Musk's style, whenever he wants to do something, there will always be someone willing to go crazy with him. Do you think Musk can create this' computing power plant '?