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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.

SpaceX Stock’s $4.3 Billion Index Tailwind Fails to Lift Shares as Analysts Clash Over a $62-to-$8

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.

Morgan Stanley analyst Adam Jonas sets a $300 price target on SpaceX with 87% upside potential | Technobezz

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 Could Get a $165 Billion Payday, But There's Just One Problem: Traders Say It's Never Going to Happen - 24/7 Wall St.

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.

Why Tesla stock is down around 2% today

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.

3 Better Moonshot Stocks to Buy Instead of SpaceX | The Motley Fool

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.

Silicon Analysts — Free Semiconductor Cost Calculators & AI Chip Analysis

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.

SpaceX Space Computing Power: Is Elon Musk’s New Vision a Real Future or Just a Fantasy?

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

SpaceX: Space Compute — Musk's new hype or real future? - Longbridge

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