与「Manufacturing」相关的搜索结果

Terafab will be built in Grimes County, Texas In April, we broke ground on our research fab on the North Campus of Giga Texas – the precursor to Terafab. Both Tesla & SpaceX will need far more chips than current & future global production can supply. This is why we're building the largest chip manufacturing facility ever, with the goal of producing over 1 terawatt of compute per year The future is built in Texas

Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers get more pushback, energized land can explode in value. Very bullish here. I’ve stepped into this layer very aggressively. My partner @anitavlallian and I have acquired almost 6GW coming online in a ramp from today thru 2029 of grid power and behind the meter. 2. Silicon - I helped get @GroqInc off the ground in 2015 and we licensed it to @nvidia for $20B Dec2025. I won’t invest or incubate anything in this layer now. The perf demands of the chips are too high, manufacturing precision is too complex and supply chain influence to get adjacent components like memory isn’t possible for a startup anymore. Lots of capital will be wasted here chasing Groq and Cerebras’ success. Note that both startups made sense a decade ago when these constraints were much more modest. 3. Clouds - Clouds are very very lucrative but very hard to build and very expensive and technically complicated to maintain. And as alignment becomes a more important issue, I expect the clouds will be asked to build robust KYC and attest to it. This makes the risk:reward ratio skewed. I don’t want to be responsible when the USG says a cloud allowed a bad actor to do something bad because of poor KYC. 4. Models are complicated. The big open question is how much of the revenue being generated by them today is because of tokenmaxxing and poor model behavior. If it’s a lot, then the annualized revenues will diminish meaningfully even as token consumption inflects upwards. This is the big economic question at this layer. 5. Harnesses are where the action is and why I started @8090solutions two years ago. In a nutshell, the harness helps enterprises owns their proprietary context (what Alex Karp calls their ‘alpha’). This is an enterprise’s data, workflows, evals, and business rules. A harness that gives this to an enterprise is what creates very low model-agnostic switching costs, which further reinforces my views of #4# above. 6. Applications will be another long term winner along with harnesses. This is where the differentiation between “off the shelf” and “custom time and materials” melts away. Every company, with the right harness, can now imbue their alpha into the software that runs their company. I expect this to mean that “off the shelf” is largely replaced with custom software creating a huge opportunity to write these solutions for companies. Build once and sell repeatedly is a laggard GTM motion for a SaaS world that isn’t needed here. Think custom by design, alpha embedded, proprietary by nature. Fin. Good luck to all the players!

WATCH: President Trump jokes about the packed crowd and hot temperatures inside a manufacturing facility in Michigan, saying that giving speeches in the heat helps him stay in shape. "It is a little warm up here, but I love that because every time I make a speech, I lose weight. It's wonderful. It's a wonderful way to lose weight."

President Trump breaks out his signature dance moves to "YMCA" after delivering remarks to auto workers at General Motors' Milford Proving Ground in Michigan. The president toured the facility before speaking about manufacturing, the economy and the auto industry ahead of the state's primary.

BREAKING: "We're building more auto factories and more plants than at any time in the history of our country." President Trump tells General Motors workers the American auto industry is surging, crediting the men and women on the factory floor for rebuilding the country. He also blasts past leaders for allowing manufacturing jobs to leave the U.S., saying his administration is putting Michigan workers and American industry first. "At long last, Michigan finally has a president who stands up for Michigan auto workers and puts America first."

As millions of humanoid robots enter homes, hospitals, hotels, retail, manufacturing, andpublic spaces, they'll need more than software updates—they'll need appearance maintenance. Who develops synthetic skin cosmetics?
Who restores realistic facial pigmentation?
Who creates protective coatings against UV, wear, stains, and microbes?
Who designs seasonal appearances, premium finishes, cosmetic upgrades, and personalized aesthetics?
Who certifies compatibility between cosmetic materials and different robot models? This isn't traditional cosmetics. It's thebeginning of a new discipline at the intersection of robotics, materials science, chemistry, industrial design, and AI. The industry will require:
• Specialized cosmetic formulations for synthetic skin
• Global product catalogs and compatibility databases
• Research repositories and technical standards
• Certified maintenance professionals
• Digital marketplaces connecting manufacturers and service providers
• Education, training, and certification platforms. believes we'll eventually see an entire digital ecosystem dedicated to humanoid cosmetics—where researchers, manufacturers, technicians, designers, and consumers collaborate to shape how robots look, feel, and age. Enter the digital asset of the future: The robots of tomorrow won't just be intelligent. They'll have a lifecycle of care, restoration, personalization, and cosmetic innovation. The future isn't just humanoid robotics. It's Humanoid Cosmetics. #HumanoidRobots# #Robotics# #Cosmetics# #SyntheticSkin# #MaterialsScience# #RobotDesign# #HumanRobotInteraction# #CosmeticScience# #FutureTech# #Innovation# #Automation# #DigitalTransformation# #EmergingTechnology# #TechStartups# #Industry40#

It’s hard to describe just how far out in front of us is China 2026. Luckily record numbers are checking out for themselves. Increasingly visa-free travel makes it easier than it’s ever been. I’ve just been on a “High-speed train” which description fails to do justice. It travels like the wind. If you closed your eyes you wouldn’t know you were moving. China has 50,000 miles of it. It links cities so far better than ours it brings me to tears. Clean. Crime free. The cops don’t carry guns and their cars don’t have sirens, only flashing lights. Prices are so cheap I’m scared to tell you. A slap up lunch £2.50. Shirts £12. Deluxe taxis (BMW electric) £4. And this in a Tier 1 City (Beijing Shanghai Guangzhou Shenzen). It’s cheaper elsewhere! The shops are tumbling with goods from the west (at Chinese prices - western goods are of course mainly made in China) from the east often Russia and from a home manufacturing base easily the biggest in the whole world. Nobody litters or jaywalks, nobody lays in shop doorways, nobody begs. Vertiginous towers of bewildering variety arise everywhere. At night these cities don’t even look real. I have a young wife. When she was born Shenzen was a one-horse town nobody outside had ever heard of. Today it is a Wonder of the World. One of dozens. If you deny it, you’re a fool. George Galloway

Collaborative robots ("cobots") are reshaping the future of work by augmenting human capabilities—not replacing them. Designed to safely work alongside people, cobots are transforming manufacturing today and arerapidly expanding into healthcare, logistics, agriculture, laboratories, construction, and retail. As AI, machine vision, and semantic reasoning continue to evolve, cobots will becomeincreasingly adaptive, autonomous, and interconnected. Their future depends not only on physical intelligence, but also onstandardized digital identities, interoperable data, and shared semantic understandingacross global ecosystems. In Web3, domain namespaces such as .COBOTS have the potential to serve as digital identity infrastructure for robotics ecosystems—supporting decentralized identities, machine-readable services, asset discovery, and trusted interactions between robots, organizations, developers, and AI agents. Web3 domains are increasingly being explored as a foundation for digital identity and decentralized applications. #Cobots# #CollaborativeRobots# #Robotics# #Web3# #DigitalIdentity# #AI# #Industry40# #Industry50# #HumanoidRobots# #SemanticWeb# #KnowledgeGraph# #Automation# #FutureOfWork#

The next trillion-dollar industry won't just be AI. It will be AI Humanoids + Web3 + DigitalIdentity. Explore .humanoids: Here's why: 1/ AI has transformed software. The next transformation is physical. Humanoid robots are moving into manufacturing, warehouses, healthcare, logistics, retail, and eventually everyday life. Some long-term industry forecasts envisionthe humanoid robotics economy reaching themulti-trillion-dollar range over the coming decades. 2/ Intelligence alone isn't enough. Autonomous humanoids will need secure digital identities to interact with people, businesses, and other machines. Identity becomes infrastructure. 3/ They'll also need to:
• Verify who they are
• Own digital assets
• Build reputation
• Authenticate services
• Access decentralized networks
• Coordinate with other AI agents 4/ That's where Web3 can add value. Decentralized identity, ownership, programmable payments, and verifiable credentials can enable machine-to-machine interactions without depending on a single centralized authority. 5/ As this ecosystem grows, human-readabledigital identities become increasingly important. Owning a .humanoids digital identity today could be similar to securing premium internetreal estate before mass adoption—givingbuilders, brands, creators, and communities anearly presence in the emerging humanoid economy. 6/ AI gives humanoids intelligence. Web3 enables ownership and verifiable identity. Together, they could help support autonomousmachine economies. 7/ The future won't just be digital. It may walk beside us. Work alongside us. And interact with us every day. We're still early. Discover the future of .humanoids:
 What role do you think decentralized identity will play in the age of autonomous robots? 👇 Join the discussion. #Humanoids# #AI# #Web3# #Robotics##DigitalIdentity# #ArtificialIntelligence##MachineEconomy# #FutureOfWork##Automation# #Blockchain# #DePIN#

SAMSUNG’S $200B BROADCOM DEAL IS BIGGER THAN A MEMORY SUPPLY CONTRACT. 📊 Samsung Electronics $005930 and Broadcom $AVGO have agreed to pursue more than $200B of semiconductor cooperation through 2030, covering HBM, advanced foundry manufacturing and packaging. Reuters separately confirmed the $200B Samsung–Broadcom portion of the wider Korea–US semiconductor agreements. The headline number is huge, but the strategic shift matters more. Samsung is trying to move from being viewed as a component supplier to becoming a full-stack AI semiconductor partner: Memory → Foundry → Advanced Packaging The reported scope includes HBM4 and HBM4E for Broadcom’s AI accelerators, sub-2nm foundry processes for key chip products, and integrated support from design optimization through packaging and mass production. That matters because Broadcom is one of the central players in custom AI accelerators and high-speed data-center networking. If this MOU converts into real production orders, Samsung would capture more value from each AI chip—not only memory revenue, but also manufacturing and packaging economics. For the Korean market, Samsung is the clearest direct beneficiary. Equipment, materials and packaging names may follow, but only after capacity expansion, supplier participation and actual purchase volumes are confirmed. I would not treat the entire $200B headline as booked revenue yet. This is still an MOU. The real revaluation depends on: → Final contract volumes → Product and process allocation → Production timing → Pricing and margins → Whether orders translate into utilization and earnings The headline creates expectations. Execution is what creates the rerating. $005930 $AVGO For reference only. This is not investment advice. Avoid excessive leverage, do not chase sharp moves and maintain strict risk management.