Outside Giga Texas (Jay Janner/Getty Images)

Giga Texas transformed the Austin landscape. Elon Musk thinks Terafab could be about 10x the size.

Watch Giga Texas grow from space.

3/25/26 12:57PM

Tesla’s upcoming chip plant, Terafab, is expected to dwarf anything the company has built before.

For comparison, its flagship factory, Gigafactory Texas, comprises roughly 10 million square feet across multiple floors on a 2,500-acre campus. Here’s a time-lapse of its construction from Planet Labs:

While Tesla hasn’t disclosed Terafab’s exact size, CEO Elon Musk has suggested it could be an order of magnitude larger — on the scale of 10x Giga Texas — and would require “thousands of acres.”

He’s also compared it to Samsung’s Texas semiconductor plant, which is expected to be around 8 million square feet. By Musk’s estimate, Terafab could be roughly 12x that size, close to 100 million square feet — or nearly 2,000 football fields.

Early speculation pointed to a structure shown near Giga Texas in Tesla’s presentation, but Musk later clarified that the building, about 2 million square feet, was “just the little advanced technology fab, where we will be iterating on chip designs.”

“We couldn’t possibly fit the Terafab on the GigaTexas campus,” Musk wrote on X. “It will be far bigger than everything else combined there.” He said several locations are currently under consideration for it.

No, that’s just the little advanced technology fab, where we will be iterating on chip designs.

We couldn’t possibly fit the Terafab on the GigaTexas campus. It will be far bigger than everything else combined there.

Several locations for Terafab are under consideration. It…
— Elon Musk (@elonmusk) March 22, 2026

Microsoft CEO Satya Nadella (R) greets OpenAI CEO Sam Altman during the OpenAI DevDay event

Emails show Microsoft wasn’t impressed by OpenAI’s early work, but wanted to keep it from Amazon

OpenAI wanted further Azure computing discounts, but Microsoft didn’t think it was on the verge of a breakthrough.

Jon Keegan1h

INTO ORBIT?

...or back to Earth?

Rani Molla

SpaceX Launches Tesla Roadster Into Space

Rani Molla5h

Wedbush’s Dan Ives raises Apple price target to $400 on $15 billion AI services opportunity

Apple may not have a frontier AI model or a fully functional AI assistant, but that won’t stop the company from throwing its weight around in the “AI revolution,” according to Wedbush Securities analyst Dan Ives. That’s enough for Ives to raise his price target for Apple shares to $400 from $350.

Underpinning that jump is what Ives sees as a $15 billion annual revenue opportunity for Apple in AI services from monetizing other companies’ models by distributing them to its 2.5 billion iOS users. Ives estimates that in the coming years, roughly 20% of the world’s population will access AI through an Apple device, calling it the “consumer hub of AI.”

That new era, Ives expects, will officially kick off at Apple’s developer conference in June, where he expects Apple to “finally unveil its AI strategy.”

Rani Molla22h

Tesla’s Model Y just cleared a new federal safety bar

The National Highway Traffic Safety Administration announced today that Tesla Model Ys manufactured after November 12 were the first to pass the agency’s new advanced driver assistance system tests, which are now part of the New Car Assessment Program. According to NHTSA, Tesla tested the 2026 Model Y and submitted the test results to the organization for review.

“By successfully passing these new tests, the 2026 Tesla Model Y demonstrates the lifesaving potential of driver assistance technologies and sets a high bar for the industry,” NHTSA Administrator Jonathan Morrison wrote in the press release. “We hope to see many more manufacturers develop vehicles that can meet these requirements.”

The new tests include:

Pedestrian automatic emergency braking
Lane-keeping assistance
Blind spot warning
Blind spot intervention

The milestone offers Tesla highly coveted regulatory validation, as it seeks to spur usage of its Full Self-Driving (Supervised) tech.

80x

Jon Keegan23h

We knew Claude Code was driving crazy growth at Anthropic, but it may be much more than the company is expecting.

Speaking at the company’s developer conference yesterday, Anthropic CEO Dario Amodei said that while the company is planning for 10x growth this year, it could be as much as 80x, calling the overwhelming demand “crazy” and that he looked forward to more modest growth, saying such growth is “too hard to handle.”

The demand is so great that Anthropic partnered with Elon Musk’s xAI to buy up the bulk of computing from his Colossus data center in Tennessee.