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SpaceX President Gwynne Shotwell has not ruled out such a combination, noting that it “could make Elon’s life a little easier.” The operational ties are already tight: engineers, AI infrastructure and the Terafab chip factory in Texas are shared; SpaceX buys Tesla Megapacks and Cybertrucks; and Tesla invested $2 billion in xAI, now part of SpaceX.
Terafab, a disruptive project or a damp squib? July 03, 2026 at 04:12 am EDT · More analyses · Trader · Trader · This super rating is the result of a weighted average of the rankings based on the following ratings: Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite).
The most provocative piece of the thesis centers on SpaceXAI, the company's data center and AI infrastructure arm. Jonas estimates SpaceX's cost per watt at half the industry average, excluding chips, with deployment speeds six to eight times faster than competitors. That advantage comes from vertical integration through Terafab (chip manufacturing) and Solarfab (solar equipment).
Elon Musk's Terafab may be the most ambitious undertaking Tesla or any of his companies has ever attempted. Capable Optimus… ... On March 21, 2026, at the Seaholm Power Plant in Austin, Elon Musk unveiled "the most epic chip-building exercise in… ... It’s big news as the buzz gets louder surrounding the most publicized IPO in years.
Even without a formal combination, the analyst said operational ties between the companies are already extensive through shared engineering talent, artificial intelligence infrastructure, and the Terafab facility in Texas.
The company only generated $19 billion in revenue last year and reported a net loss of $4.9 billion, making its current valuation based entirely on hopes for the success of future bets, like its plans to put data centers in orbit, to churn out AI processors at its Terafab plant, or position its Starlink satellite internet service to replace traditional mobile carriers.
Terafab, Intel 14A, and the New US Fab Startup Playbook: What the Musk-Intel Alliance Really Signals — Terafab's Intel 14A licensing deal reframes how US fab startups can achieve capital efficiency under the CHIPS Act — and what the exodus of Intel foundry talent means for execution risk.
In March, Tesla and SpaceX announced Terafab, a $20-25 billion chip fabrication venture planned for the North Campus of Giga Texas, with an initial 2-million-square-foot R&D facility.
Dual-engine synergy of "Starship + In-house Chip Fab": Between 2028 and 2031, SpaceX will launch two game-changing infrastructure projects: first, ultra-high-frequency heavy-lift launches via Starship (V3 variant delivering 100 tons to orbit per launch, with long-term targets of 10,000 annual vehicle production and 10,000 annual launches); second, its Texas-based Terafab chip fabrication plant (adopting 2nm process, with long-term targets of 1TW annual computing power output, ~800GW of
The filing also fits Musk’s wider push to move AI infrastructure into orbit. Earlier this week, Musk said, "Space is the only way to scale at scale," while SpaceX has explored orbital AI data centers and a Terafab chip project in Texas.
These satellites will span up to 70 meters with Avg. power of 120 kW (peak 150 kW), effectively becoming floating power stations in space. 'Starship + in‑house chip fab' as dual engines: From 2028–2031, SpaceX plans two step‑change infrastructure builds: ultra‑high‑frequency heavy‑lift launches via Starship (V3 single‑ship 100 tons to orbit; long‑term goal of 10k units produced and 10k launches per year), and the Terafab chip fab in Texas under SpaceX (2nm process, long‑term output of
RBC’s Tom Narayan said an all-stock acquisition is the most likely structure, citing operational synergies in AI training, Tesla’s Megapack energy-storage systems, and the Terafab chip project. He estimated Tesla could “potentially” receive a 20%–30% takeover premium and raised his Tesla price target to $500 from $475, considering the impact of a possible merger, reported MarketWatch on Tuesday.
For the first time, the firm has ... capacity, alongside restrictions on advanced packaging capabilities, can be a driver of substantial earnings. Intel has already won contracts with its foundry customers, such as Apple (AAPL) and Terafab, while discussing agreements with Google ...
Longer term, SpaceX is developing its own radiation-tolerant orbital processor, internally referred to as the D3 chip (also called AI7), part of what the company calls its "Terafab" chip architecture.
Ignore the noise surrounding Samsung. What matters is that memory chips will be in short supply for several more years. ... The company is projected to spend $50 billion on wafer fab equipment, WFE, by 2030. Such spending will benefit ASML, AMAT, KLAC and LRCX. ... UBS made a bold call: SPCX’s Terafab could spend $50 billion on WFE in 2030/2031 alone.
Orbital AI Compute Deployment: Targeting 100 GW/year of orbital compute by end of decade, leveraging solar power and radiative cooling. Vertical Integration: Control over launch, satellite manufacturing, chip design (Terafab with Tesla/Intel), and data center buildout drives cost and speed advantages.
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Samsung & Qualcomm: Samsung is involved at every level of the AI value chain, if you believe in Future 1? It’s hard to go wrong with Samsung, even at these prices. And with robotics pushing intelligence on device, what better play than QCOM 0.00%↑. (MID RISK) Intel: Am I seriously banging on the table for Intel again? Yes, and I’m still salty about missing its run. This is a war, and the U.S would be wise to make Intel into a sovereign machine and with the Terafab they just might.
Elon Musk said Tesla, xAI and SpaceX will begin a new project he described as a “Terafab” in Austin, a move tied to the companies’ efforts to develop artificial intelligence chips. Musk’s comments described the initiative as a joint effort involving his electric-vehicle maker Tesla, his AI company xAI and his rocket company SpaceX.
“Terafab-SpaceX has been very clear that they are looking at other places. In fact the JETI law that they are requesting the agreement under requires that they’re looking at other places,” said Pointer.