The Chip Manufacturing Paradox: Why AI Companies Are Building Their Own Fabs Instead of Buying More GPUs
Elon Musk's $20 billion Terafab announcement signals a fundamental shift in the AI industry's supply chain strategy. As computing demands explode and export restrictions tighten, major AI players are abandoning the traditional customer-supplier model in favor of vertical integration—with profound implications for NVIDIA, geopolitics, and the future cost of intelligence.





















