🚨 Sequoia’s Shaun Maguire (semiconductor legend who backed Nvidia’s IPO) drops truth on Elon Musk’s TERAFAB: most new investors are sleeping on it.
They fixate on EUV like 8th-graders while ignoring the full systems play.
History says bet on Musk. TERAFAB is coming. 💡🔥
“I think that on TERAFAB, people are assigning way too low a probability that it will work. I personally feel confident that it will. Timeframe—there are questions—but I’ve thought through all the different steps.”
SpaceX just showed the first draft of an orbital AI compute satellite.
This is not science fiction. It is scaled Starlink V3 hardware already in production.
• 150 kW peak / 120 kW sustained power
• Solar arrays at 250 W/m²
• Double-sided radiators at 1,400 W/m², knife-edged to the Sun
• ~1 Tbps laser interconnect
• Direct laser + Ka/Ku downlink through the existing Starlink mesh
• Latency from 600–800 km orbit: ~3 ms
• One satellite ≈ one full NVIDIA GB300 rack in space
Radiators match the scale of current V3 solar arrays.
Space is large. Experience operating 10,000+ satellites is the real advantage.
Orbital compute is no longer theoretical.