Part 6/10:
AI and Chips Manufacturing: Tesla's potential in semiconductor fabrication opens additional revenue streams. If Tesla manufactures inference chips for internal use and external sales, a business worth trillions becomes feasible. The plans for Tesla Silicon, a potential in-house chip fab, could revolutionize supply chains and reduce reliance on external foundries like TSMC, further scaling profits.
Expansion into Silicon & Data Centers: Tesla’s chips could be embedded in data centers, space applications, and IoT devices, creating a massive global chip market. Estimates suggest Tesla could sell billions of inference chips annually, generating hundreds of billions or even trillions in gross margins.