SpaceX confirmed Terafab — logic, memory and packaging under one roof, opening at $16.8 billion and scaling toward 100 million square feet and a terawatt a year of AI compute for Earth and orbit.
The quieter story: the labeling shops that sell judgment to American labs and federal buyers also sell datasets and rubrics to Chinese giants, a $500 million trade with almost none of the scrutiny aimed at chips. Weights are policed, taste is not.