Tesla jumps on SpaceX merger chatter, market shrugs off Musk cash ties

It shows Tesla’s January 2026 investment in xAI turned into an equity stake in SpaceX following SpaceX’s buyout of xAI. Terafab, the document notes, is aimed at supplying one chip for Tesla Optimus robots and vehicles, and a different one for SpaceX orbital compute.

r/stocks on Reddit: SPCX finally joined the Nasdaq-100. The first reaction was to sell it

SpaceX itself claims that only 7% of their Total Addressable Market (TAM) is from space-related businesses. 93% of that TAM is from AI. The data centers in space is a pipe dream, maybe in 2040s or beyond. xAI is not a frontier lab. Grok is a 3rd rate LLM. They plan to build a Terafab but that won't come online for a decade.

Tesla hires 17-year Intel veteran responsible for billion-dollar fab startups — Gary Jiang likely chosen to oversee fab efforts for Terafab's licensing of 14A | Tom's Hardware

Tesla has been looking for a Technical ... on end-to-end fab program delivery, since March, but without any success, as the job listing is still listed on the company's website. Therefore, Terafab — the joint initiative between Tesla, SpaceX, and xAI — still does not have ...

Forget rockets: Morgan Stanley sets $300 SpaceX target based on a secret AI weapon - The Economic Times

On costs, they believe SpaceX can achieve “industry‑leading compute cost and time‑to‑power, first through terrestrial compute and vertical integration, and longer term through orbital compute as a meaningful driver of lower cost per watt.” A large portion of capex is directed towards Terafab, Solarfab and other vertical integration efforts, including blade/vane foundry and terrestrial communications infrastructure, to push infrastructure capex to roughly $4–$5 per watt (excluding chips), versus

SpaceX's newest logo confirms everything about what it's become

Terafab was announced by Musk back in March and was essentially a massive, vertically integrated semiconductor manufacturing project that would provide all the chips the three companies needed for their AI initiatives without needing third-party ...