“The whole thing reeks of desperation. Musk is hyping an 8th-gen AI chip while he still hasn’t delivered on the promises made with the 3rd generation. He’s promising to do in a couple of years what TSMC has spent decades and hundreds of billions of dollars building. We’ve seen this movie before with battery cells, and we know how it ends.”

https://electrek.co/2026/03/22/tesla-spacex-terafab-chip-factory-ai-desperation/