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by panick21_
4 days ago
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I'm not saying its not a reasonable business, but we are not asking 'can it be a business', we are asking can it be one of the most insane companies in world history. The suppliers have realized whats going on and they are racking in insane profit. That's why all the Musk fans have realized that they need to scream 'Terafab'. But that is a fanciful concept and unprecedented in history of semiconductors. |
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"So we went from, he just got lucky cause he got in early", to, "okay, he wasn't early he was just really fast", to, "the suppliers now see he's making a ton of money so they are going to raise prices" to, "terafab is impossible", QED?
You seem to misunderstand how tier 1 capital allocation actually works. You don't get fucked by your suppliers when you are adding $B's to their bottom line. XaI never "Stopped" purchasing GPU's in 2023. They signed multi-year long deals for as much hardware as nvidia, supermicro, dell and micron/skhynix can provide. They are the last to get squeezed. They never stopped adding on to Collosus 2, and they are actively building collosus 3.
Lastly, nothing is "Fanciful" about terafab. ASML makes the machines, Intel provides the cleanroom tech, and 14a pipeline... these are known variables that need to be tackled. Tesla and SpaceX are world renowned, high throughput manufacturing facilities with the ability to make lines more profitable than their competitors. .. no one is claiming he's building a TSMC-style silicon foundry. They are building a massive compute fabrication/clustering footprint. It is a formalized $55B industrial plan filed in Texas, backed by a hard partnerships.