Musk’s SpaceX shares plunge after first results since blockbuster float

Mr Musk has said he wants to use the company to put as many as a million satellites into orbit to form enormous, solar-powered data centres in space. In the spring, it also launched TeraFab, along with Tesla, a massive AI chip manufacturing project.

SpaceX Slides Despite Big Revenue Beat, Tame CapEx | Alto

This financial strength gives SpaceX the "capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocation framework." Notably, there was no mention of Tesla or the Terafab in this release, although it is certain that analysts will ask about this on the call.

'Que Sera, Sera' in AI. White House, Apple/OpenAI & Elon/SpaceX. ARD #133

‘Elon Musk boosts SpaceX/xAI pre-IPO story with Terafab’ in RTZ #1034 · ‘SpaceX/xAI IPO filing outlines Elon’s boundless AI Ambitions’ in AI-RTZ #1066 · My overall take on all of this is that these issues are more qualitative than quantitative. The White House covenants, and obviously the US and China policy.

SpaceX revenue, valuation & funding | Sacra

Terafab is designed to supply chips for a planned constellation of up to one million AI data-center satellites that would harvest solar power in orbit to address terrestrial data center power constraints, positioning SpaceX as a vertically integrated competitor spanning launch, connectivity, compute, and semiconductor manufacturing. SpaceX has shown investors a phone-like AI device prototype, signaling an intent to enter consumer wireless hardware.

Why SpaceX Will Be the First $10 Trillion Company

Third, SpaceX is becoming a chip company. Elon’s plan for the Terafab (his gigafab in Texas) targets over 1 terawatt of AI compute capacity a year, on the order of 50x more than the entire world produces today.

Memory Process Integration Engineer, Terafab - Tesla | BeBee

ApplyAdapt my CV to this job · What to Expect We are building Terafab, a vertically integrated semiconductor factory at an unprecedented scale. The facility houses logic, memory, packaging, test, and lithography mask production under one roof, optimized for rapid iteration and maximum compute density per square foot.

What Terafab Means for Micron and the Memory Tradeade and Micron Holders

When Elon Musk unveiled the Terafab project on March 21, 2026, most of the headlines focused on the logic side. The 2nm process node, the AI5 chip, the orbital D3 processor, the wafer start ambitions. What got buried in the press coverage was ...

Илон Маск строит мегафабрику чипов будущего: появились новые кадры масштабной стройки Advanced Technology Chip Fab

ATCF — это исследовательский центр и первый этап амбициозного проекта Terafab Илона Маска по созданию собственных ИИ-чипов. По данным СМИ, в строительстве полупроводникового комплекса примут участие Tesla, SpaceX, xAI и Intel.

SpaceX 1 Million AI Satellites — What It Means for the Night Sky

To supply the AI chips for the constellation, Musk announced "Terafab" — a $20 billion chip fabrication facility in Austin aimed at producing 200 billion chips per year, 50 times the combined current production of all advanced chip manufacturers.