Comment by aurareturn

  I strongly suspect some sort of fab built by Elon associated companies will be announced soon. Almost all supply can be bought by Tesla and xAI.

Fab costs follow Rock's Law which is that the cost of building a fab doubles every 4 years.

Right now, it costs TSMC roughly $25-$40b for each N2 fab. It's going to cost $50b - $80b for an A14 fab 4 years from now. And then $100b - $160b again.

You need many customers in order to justify the cost. Tesla and xAI themselves won't be enough.