PPRuNe Forums - View Single Post - SpaceX AI Constellation
View Single Post
Old 23rd March 2026 | 10:26
  #11 (permalink)  
ORAC
Ecce Homo! Loquitur...
Community Influencer
 
Joined: Jul 2000
: Spotter
Posts: 24,662
Likes: 7,349
From: Peripatetic
That's just TerFb, not SpaceX or any of his other businesses.

Not sure at what stage Musk becomes the first trillionaire - but it can't be long....

​​​​​​​What is the Present Value of TERAFAB?

TSMC and Samsung make about $2 billion in revenue per GW of AI chips they produce. Nvidia makes about $10 billion and AMD makes about $6 billion per GW of AI chips/systems they sell.

Let's assume that Tesla's TERAFAB economics are similar to TSMC and Samsung - so
$2 billion per GW of AI chips. Scale this up to 1TW and we're looking at about $2 trillion of revenue.

Now let's assume that Tesla is able to do this in 2035 - nine years from now - and that this $2 trillion per year doesn't grow.

Let's assume a 50% profit margin. Let's also assume a 50% chance of failure - so there's a 50% chance of zero revenue & profits. If we use a 15% discount rate, what's the present value of this?


Roughly about $1 trillion.

​​​​​​​
ORAC is offline  
Reply