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deep tech TNW July 23, 2026

Musk thanks Micron for chips, and builds a $55bn fab to replace it

Musk thanks Micron for chips, and builds a $55bn fab to replace it
AI Summary

Memory chips are the oil of the AI boom, and right now they are hard to get. So when Elon Musk used Tesla’s quarterly call to publicly thank Micron, it was worth noticing. Suppliers rarely get shout-outs.

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