🗞️ Elon Terafab launch
AI Summary
Elon Musk launched Terafab, an Austin-based facility jointly run by Tesla and SpaceX to produce robotics, AI, and space chips at 100-200GW/year compute capacity on Earth and 1TW in space. OpenAI plans to nearly double headcount to ~8,000 by end-2026, signing a new SF lease to exceed 1M sq. ft., while rival Anthropic wins enterprise customers at 3x the rate. Other major stories include Palantir's Maven AI becoming a Pentagon program of record, Cursor's undisclosed use of Kimi K2.5 as Composer 2's base model, and Super Micro co-founder Liaw resigning after indictment for NVIDIA chip smuggling.
Key Facts
- Elon Musk launched Terafab in Austin—jointly run by Tesla and SpaceX—to produce chips at 100-200GW/year on Earth and 1TW in space, spanning a planned 100M sq. ft. facility.
- Cursor failed to disclose Kimi K2.5 as the base model for Composer 2, with co-founder Aman Sanger admitting the omission after Kimi revealed it publicly on X.
- Super Micro shares collapsed 33% Friday after co-founder Wally Liaw was indicted for smuggling NVIDIA chips to China via fake end-user documentation.