TSLA Stock Rides SpaceX IPO High — Elon Musk Says SpaceX ‘Deliberately’ Took Lower Airline Deals

A Terafab chip complex in Texas involving Tesla and SpaceX could require at least $55 billion in investment, with some estimates climbing as high as $119 billion depending on future development phases, WSJ noted. The company is simultaneously investing heavily in launchpads, satellite manufacturing, solar-cell production and low-Earth-orbit infrastructure.

Which AI Supercycle Stock Will Make You Richer Over the Next 10 Years?

Intel's long-term thesis hinges on two things it has yet to demonstrate at scale: achieving economic yields with its 18A manufacturing process and signing external customers on to its upcoming 14A node. Helping the bull case for Intel, Nvidia made a $5 billion investment in Intel last year, and Intel recently joined Elon Musk's Terafab project to manufacture chips for Tesla, SpaceX, and xAI.

Residents want 'a seat at the table' in SpaceX's possible $55B plant in Grimes County | khou.com

While the public notice about the potential tax abatements does not mention Terafab — a $20-plus billion joint venture of Musk’s Tesla Inc., xAI and SpaceX — by name, it describes the project as a "multi-phase, next-generation, vertically integrated semiconductor manufacturing and advanced computing fabrication facility, which would represent a transformative investment in domestic semiconductor manufacturing capacity."

Giga Texas Chip Fab and Optimus Factory Rising Fast

According to reports at the time, Terafab is designed to produce chips for Tesla vehicles, Optimus robots, and high-powered space computing applications — targeting 1 trillion watts of computing power per year.

Citi massively revamps Applied Materials stock price target - TheStreet

In March 2026, Tesla and SpaceX unveiled plans for a chip manufacturing facility called Terafab, targeting leading-edge 2-nanometer (nm) chips and designed to ultimately support up to one terawatt of compute capacity annually, according to TheStreet.

Manufacturing Update - 13 May 2026

Excerpted with edits: https://itif.org/publications/2026/04/20/explaining-the-relative-competitive-decline-of-americas-automotive-industry/ Intel shares rose 114.1% in April 2026. Why? Market analysts argue: 1) Intel’s Foundry-branded chip manufacturing services scored a couple of wins. The unit signed a long-term partnership with Tesla making Intel a founding partner of the upcoming Terafab chip-making facility (although details were vague).

Intel Foundry's $1 Trillion Upside | Trefis

Elon Musk’s Terafab project will use Intel’s design, manufacturing, and packaging expertise for AI chips serving Tesla’s (TSLA) robotics program and xAI’s data centers. Terafab is Musk’s initiative to build a domestically sourced AI compute stack, from chip design through data center deployment, reducing dependency on TSMC and Nvidia.