Elon Musk reposted a tweet from @XFreeze, which outlined two main reasons for the existence of Terafab (large-scale wafer fabs): first, geopolitical risks, as advanced chips from Taiwan may not be available in the future; second, the issue of scale, as even with stable supply, the capacity of existing fabs cannot meet the continuous growth in demand from AI, humanoid robots, and autonomous vehicles. Musk added, "Either build Terafabs or fail to scale." He emphasized that chips are the foundation of all these technologies (server AI, edge computing, Optimus robots, Tesla cars, etc.) and require a massive and reliable semiconductor supply to ensure chip availability and enable the unlimited expansion of AI and robotics.