Musk said the two sides are only in discussions, with no agreement confirmed. Terafab aims to supply custom chips to Tesla, SpaceX and xAI; Intel had previously been named as a manufacturing partner, with plans to provide its 14A process.
Musk says Tesla plans to reserve memory for Optimus production by reducing AI5 RAM from 144GB to 72GB and AI6 RAM from 216GB to 144GB. He expects the performance impact on Optimus to be “negligible” because bandwidth will remain unchanged; the material provides no test results supporting that assessment.
Time magazine reported that Trump met privately with Musk in December 2025. A source said Trump spent hours talking to Grok during the meeting and asked how Venezuelans would respond to their president’s capture. Grok reportedly replied that many Venezuelans would likely celebrate Maduro’s downfall.
Musk said SpaceXAI’s Colossus 2 currently has 440,000 Nvidia GB300 chips. The company plans to bring another 220,000 online next week and 220,000 in November 2026, followed by a further 220,000 by the end of December if deployment goes smoothly. He also said SpaceXAI could reach an industry-leading position in about six months if its momentum holds.