SpaceX and Tesla plan to initially invest $16.8B to build Terafab in Grimes County, Texas; combined demand from SpaceX and Tesla is forecast to top 1 TW
THE SO WHAT
A projected 1 TW of combined demand wrapped in a $16.8B Terafab build is industrial-scale compute and power planning, not just another fab. Any AI or EV-heavy operator should start mapping power, water, and permitting risk alongside chip supply — the constraint is shifting from GPUs to grid.
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