The company lost nearly $4.9 billion in 2025, and capital expenditures hit $10 billion in the first quarter of 2026 alone — nearly one-third of its total spending last year — as it ramps up Starlink deployment, orbital data center development and Terafab construction.
Characteristic of the world's richest ... now building Terafab, a vertically integrated, multi-billion-dollar semiconductor manufacturing facility aimed at producing chips capable of delivering an unprecedented over 1 terawatt of AI compute capacity annually....
Elon Musk says his new Terafab chip plant in Austin aims to produce one terawatt of computing capacity yearly, addressing a critical AI chip shortage. ... A Texas woman is suing Tesla after her Cybertruck allegedly in self-driving mode crashed ...
According to the analysts, Tesla and SpaceX already share engineering talent, AI infrastructure and the massive Terafab chip facility in Texas. SpaceX has purchased Tesla Megapack batteries and Cybertrucks, while Tesla invested $2 billion into xAI, which now sits within SpaceX.
The Terafab project will include most of what SpaceX will need for its data centers, including chip design, wafer fabrication, and even memory processors.
SpaceX в этой схеме выглядит не менее важным клиентом, хотя объёмы её заказов несопоставимы с Apple. После заключения соглашения с Intel Илон Маск говорил, что связанное со SpaceX и Tesla совместное предприятие Terafab собирается использовать именно 14A.
In the best-case scenario, it could at least partially displace the trillions of dollars of investment going into terrestrial data centers. There are, however, significant challenges. SpaceX’s S-1 IPO filing warns the company currently cannot secure enough chips, which is partly why it is building Terafab, a chip fab run as a joint venture with Tesla and xAI.
Meanwhile, Tesla has ramped up its Terafab efforts following its partnership with Intel Corp. (INTC) announced earlier this month. The company is currently hiring for 9 positions in Taiwan, seeking candidates with more than 5 years of experience in advanced chipmaking processes. This includes candidates with experience in 7-nanometer and below fabrication processes, while one of the roles requires experience with advanced packaging flows.
Terafab at $300B applies semiconductor industry multiples if the facility operates as a merchant fab serving third parties beyond just Tesla and SpaceX. One number worth sitting with: the combined market caps of Tesla and SpaceX today already exceed even the bullish segment total here. The market is pricing in a layer of ambition above what any segment-by-segment framework can capture with current data.
In March, Tesla also joined the Terafab chip factory initiative, which aims to build a semiconductor manufacturing base with 1 terawatt of total AI computing power—equivalent to 50 times the entire world's current aggregate AI computing output.
Gwynne Shotwell, SpaceX’s president, recently acknowledged that a future merger “could make Elon’s life a little easier,” stopping short of ruling it out. The two companies already share engineering teams, AI infrastructure, and the Terafab chip plant in Texas. SpaceX buys Tesla Megapacks and Cybertrucks, while Tesla has invested $2 billion in xAI.
As two Grimes County school districts prepare to vote on Terafab tax agreements, newly obtained state records reveal what happened behind the scenes during the application process.
Mobitekno – Elon Musk kembali membuat gebrakan dengan mengumumkan Terafab, sebuah pabrik cip […] ... Mobitekno – Elon Musk kembali membuat gebrakan di awal 2026. SpaceX secara resmi […] ... Lamborghini Rilis Aplikasi Apple Vision Pro, Tawarkan Pengalaman Imersif Jelajahi Mobil Super dari Rumah · RAMageddon Picu Efek Domino, Samsung Mulai Naikkan Harga HP Galaxy Entry Level
Elon Musk told Gov. Greg Abbott on national radio that the next wave of AI computing could move into space, as Texas nears decisions tied to the proposed Terafab project in Grimes County.
A stable or modestly growing EV business is useful as long as it can fund Musk’s growing AI ambitions.Garrett Nelson, senior vice president of equity research at CFRA, said he’s focused on whether the company can deliver on those ambitious products and timelines. He is also watching Tesla’s plans to increase capital expenditures.“It’s not so much about the deliveries, it’s more about bigger picture like the Terafab announcement, and this spending binge that Tesla is embarking on,” Nelson said.
Iola ISD is considering an agreement that would provide a tax break for the SpaceX Terafab project, a decision that could significantly change the small Texas community.
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Morgan Stanley contends the market underappreciates SpaceX's data center economics, estimating cost per watt at half the industry average, excluding chips and deployment speeds six to eight times faster than peers, thanks to vertical-integration initiatives like Terafab (chip building) and Solarfab (solar equipment).