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Ives' note says Tesla already owns a $2 billion investment in SpaceX. Ives also identifies potential collaboration in software, chip design, robotics, connectivity and Terafab, a planned AI-chip manufacturing project.
Tesla already holds a $2 billion stake in SpaceX, according to Ives’ note. He also sees opportunities for the companies to collaborate on software, chip design, robotics, connectivity and Terafab, the planned AI-chip manufacturing project.
Terafab, the chip manufacturing joint venture between SpaceX and Tesla in Austin, should produce its first test chip around May or June of next year as it aims to reach volume production by the third quarter of 2028.
They also plan to build Terafab, a semiconductor plant in Texas, together. Musk said on Tesla’s call it would cost “tens of billions” through early 2028 and “probably be north of $100 billion long term,” and that the two companies ...
For example, SpaceX is developing its own turbine blades for vital power-generation equipment in AI data centers. Further investments are being made to bypass chip bottlenecks, such as its $119 billion Terafab, which could end up being the world’s largest building.
McCaul, a Texas Republican and chairman emeritus of the House Foreign Affairs Committee, said the project could reshape the local economy and strengthen U.S. semiconductor manufacturing. He also expressed support for coordination among local, state, and federal officials as development moved forward. "Terafab presents an extraordinary opportunity for Grimes County, the state of Texas, and our entire nation," said McCaul, describing the investment as a potential boost to employment and
In March, Musk announced Terafab, a chip factory in Texas shared by Tesla, SpaceX and xAI. Its goal is to make enough chips each year to use a terawatt of power, about what 1,000 large nuclear reactors put out.
SpaceX’s prospectus describes a collaboration with Tesla on Terafab, a chip-making project announced in March 2026, and on Macrohard, an AI agent platform, while noting that the financial terms of both are not final.
Ives has a $500 price target on Tesla. Delving deeper, the analyst said the $40B financing is the “right strategic move for SpaceX to further build out its hyperscaler footprint,” but a potential merger with Tesla is really where the strategy begins to play out. Such a deal would see the combination of the two companies' software, chip design, robotics, connectivity, the Terafab business, and more all come under one roof.
The companies are already collaborating on Terafab, an ambitious semiconductor manufacturing project intended to produce advanced chips for autonomous vehicles, robots and AI computing.
Long before Elon Musk demonstrated a flying Tesla powered by SpaceX technology, investors and market observers had been speculating about a possible combination of the two mega-cap tech companies. Analysts pointed to the increased focus on AI at both companies as a potential point of synergy, especially as the two announced a joint project to build a massive semiconductor facility, dubbed Terafab, to secure their shared chip supply chains.
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Beyond the financial mechanics, a Tesla-SpaceX combination would fold in the Optimus humanoid robot program, the Cybercab autonomous ride business, and Terafab, Musk’s plan to manufacture chips in-house and cut production costs by as much as 90%.
Through its Terafab project with Tesla, SpaceX plans to roll out its own test chip around May or June of next year and start mass-producing chips by the third quarter of 2028.
Renowned technology analyst Dan from Yorkville Ives Ives said: “We believe there is an 80% to 90% probability that Tesla and SpaceX will merge by the end of 2027, due to a series of strategic AI and data-driven factors, which would be the right move for Musk.” · If a deal with Tesla is reached, SpaceX will participate in Tesla’s launch of the Optimus humanoid robot, the development of its Cybercab business, and ultimately the advancement of the Terafab initiative—a highly ambitious chip manufact
When asked about the Terafab chip manufacturing project in Grimes County, Hinojosa tied the project to her criticism of Abbott’s relationship with Elon Musk, whose company SpaceX is developing Terafab.
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Terafab, the chip manufacturing joint venture between SpaceX and Tesla in Austin, should produce its first test chip around May or June of next year as it aims to reach volume production by the third quarter of 2028.
Separately, Terafab, the chip manufacturing joint venture between SpaceX and Tesla, is expected to produce its first test chip around May or June next year, with volume production targeted for the third quarter of 2028.
Terafab, the chip manufacturing joint venture between SpaceX and Tesla in Austin, should produce its first test chip around May or June of next year as it aims to reach volume production by the third quarter of 2028.