Jon Quast

Any thoughts that either of you can provide to our listeners that helps them understand how to contextualize this?

Well, whatever happens, you can be sure that we will join you along for the roller coaster ride.

After the break, we're going to talk about Elon Musk, and he's anything but subtle.

He gave the investing community plenty of buzz over the weekend.

You're listening to Motley Fool Money.

Welcome back to Motley Fool Money with the Hidden Gems team.

So Elon Musk did his best Bonnie Raitt impression over the weekend.

He said, let's give him something to talk about.

He held an event in Austin on Saturday to talk about something his companies are launching called TerraFab.

Rachel, what is TerraFab?

Yeah, it was so interesting to hear Elon talking about how essentially they want to buy so much semiconductor products from their partners, but the partners just aren't making enough to meet their needs.

So they're going to take it on themselves with this ambitious project.

Matt, just how ambitious is it?

What's interesting to me is that at some point in the last year or so, we stopped measuring AI compute with GPUs.

We switched to measuring it by how much power is needed.

And we're normally talking about gigawatts, or if you're a Back to the Future fan, a gigawatt.

But TerraFab is looking at a terawatt of compute power annually.

Rachel, I mean, I just want to underscore that this is a huge number.

Yeah, we definitely don't know when it comes to the timetable or the scale, just how well Musk will deliver on his promises here.

But we will be keeping an eye on it because he's definitely moving in that direction.