Elon Musk took a swipe at Nvidia and the broader AI industry following the company’s GTC 2026 conference, doubling down on his belief that SpaceX and xAI will lead the next wave of artificial intelligence. His comments came in response to the growing attention around Nvidia’s event and its central role in the AI ecosystem.
Musk responded to a post noting that much of the AI industry was focused on the conference, saying, “While others go to conferences, we study the blade.” The remark suggested his teams are focused more on execution and development than industry events.
He also highlighted that xAI is actively training multiple versions of its Grok model at the same time. This reflects a push to accelerate progress and compete with other leading AI developers.
Musk has repeatedly claimed that SpaceX could outperform all competitors in AI, including major players like Google DeepMind. His confidence comes despite recent high profile departures from xAI.
At the same time, Tesla is advancing its own AI efforts through its Terafab chip project, which is aimed at building next generation self driving hardware. The company is also expanding its talent base in AI chip design.
Meanwhile, Nvidia used its GTC conference to showcase new partnerships and long term AI initiatives. The contrast highlights a growing divide between companies focused on ecosystem building and those emphasizing in house development.
"Terafab" project—a massive, in-house AI chip fabrication facility—will start operations on March 21, 2026. The announcement, made on X (formerly Twitter) on March 14, 2026, signals a major push for vertical integration to secure the computing hardware needed for AI5 chips, Full Self-Driving (FSD), and Optimus humanoid robots.
Key Details About Terafab:
Purpose: To produce high-volume AI chips for Tesla and reduce reliance on suppliers like TSMC and Samsung.
Scale: Described as "way bigger" than a Gigafactory, potentially with a target of at least 100,000 wafer starts per month.
Timeline: Construction/launch initiated on March 21, 2026, aimed at addressing a potential "chip wall" in the next three to four years.
Location: Rumored to be located in Texas, near the existing Giga Texas facility.
Goal: To achieve 2nm chip production, with Musk jokingly suggesting he might not use traditional cleanrooms for the facility.
The initiative is part of a broader strategy to avoid chip shortages that could cap Tesla's AI growth.
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