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Elon Musk: Terafab is a Hedge Against Taiwan AND a Necessity to Scale Tesla/SpaceX

Elon Musk · All-In Podcast · Sep 15, 2026 · Industry Trends

Terafab is essential for scaling Tesla and SpaceX amid geopolitical uncertainties.

“it's either build Terafab or fail to scale.”— Elon Musk

Elon Musk emphasized the necessity of the Terafab project to secure consistent chip supply and manage scalability for Tesla and SpaceX. He highlighted the potential risks posed by geopolitical events and the current limitations of existing chip manufacturing capacities.

Tesla SpaceX Terafab AI geopolitics

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