Insight: Terafab's Memory Wall

Elon Musk’s Terafab aims for massive compute scale, but memory remains the key question. Here’s what HBM, DRAM, and NAND requirements could look like.

Elon Musk's Terafab promises one terawatt of annual compute output, but the memory side of the equation remains wide open. This insight maps the HBM, DRAM, and NAND requirements implied by that scale, stress-tests the timeline against realistic fab-build cycles, and evaluates every credible supply path—from partnering with Samsung, SK hynix, or Micron to the option of developing memory technology in-house.