Saw Culpium / TokenPost: Musk on X today responds to rumors about TSMC and Terafab partnership—“Just discussions, but something may come of it” (still in talks, but something may come out of it).

The background: On Friday, Culpium wrote exclusively that TSMC is exploring how to work with SpaceX/Tesla’s Terafab. The most likely scenario is that TSMC would own and operate the new plant itself, though the plan has not been finalized. Terafab is planned for Austin, with an initial investment of about $16.8 billion. The target compute power is about 1 trillion watts, most of which will be used for space.

Previously, this was an unverified rumor. Today, Musk personally confirmed that they are “in talks”—far from signing, but this chip-cooperation thread has moved from rumor to discussions acknowledged by him.

#AI #台积电 #Terafab #Musk