Elon Musk's supercomputer Terafab has shocked me, it could very well be the ultimate winner of the global computing war in the AI era! Why does Musk insist on building his own chip factory? There may be three underlying logics here: The first is that the current chip supply chain is completely choked. XAI trains the Grok big model, but Nvidia's GPU production capacity is severely insufficient. Optimus Prime needs to achieve mass production of one million units, and Starlink needs to launch one million satellites, which all global chip factories combined cannot supply. The second is that the cost can directly collapse. By combining self-developed chips with self built factories, the cost of chips can be directly reduced by 50% to 70%. With the use of space solar power, the cost of electricity is only 1/3 to 1/5 of that on the ground. The unit computing power cost will be able to completely surpass Nvidia and TSMC. The third is to create the ultimate ecological closed loop. SpaceX is responsible for space power generation, Terafab is responsible for manufacturing chips, xAI is responsible for training large models, Tesla is responsible for building robots, and then the robots are turned back to build factories, forming a positive cycle of AI chip robot space. Once this project is implemented, the global landscape of the five major industries will be completely rewritten: The dual oligopoly hegemony of TSMC and Nvidia in the chip industry will be directly challenged. In the AI industry, once xAI gains unlimited computing power, it will directly challenge OpenAI and Google's AI hegemony. In the aerospace industry, Starlink will transform from a communication network to a space computing power network, ushering in the era of space industrialization. In the automotive industry, FSD will accelerate iteration, and autonomous driving will be fully popularized, which may completely crush other car companies. In the robotics industry, Optimus will accelerate mass production, replacing domestic services with its powerful AI brain and visual perception capabilities, allowing Optimus to enter millions of households at low cost. At present, in addition to chip logic, Terafab also has a set of logic for energy, because all the prerequisites mentioned above are to have sufficient power sources. Recently, it has been confirmed that Tesla is in talks with Chinese companies for a total purchase of solar equipment worth up to 2.9 billion US dollars. Over the weekend, many people have started to explore the stocks of various domestic solar equipment suppliers, which is worth noting. As the A-share market opens on Monday, there should be a lot of room for speculation. Overall, Terafab is not a simple chip factory. It is the strategic total attack of Musk's three empires. If fully implemented in 10-15 years, it will become the ultimate killer of the AI era and accelerate the arrival of the universal basic income (UBI) era. It is highly anticipated!