Musk: Vera Rubin chip platform to scale by 2028

The significance here is less about the chip itself than about the timeline: Musk is signalling that his AI buildout is planned against a multi-year horizon, which implies sustained capital commitments to compute and the power and cooling that come with it. That matters to anyone tracking where AI infrastructure demand lands, and to operators weighing whether their own capacity plans align with when large-scale workloads are expected to arrive. Whether the 2028 scale target holds, and what it means for the broader compute supply chain, is the open question.