EQUITY RESEARCH SpaceX UPDATED 07/02/2026 TEAM Jan-Erik Asplund Co-Founder

SpaceX is in active talks with Google to explore co-hosting data centers · in orbit, a partnership that would validate enterprise demand for orbital · compute infrastructure and could anchor early revenue for the satellite · constellation program. SpaceX's vertical integration ambitions extend into semiconductor · manufacturing through Terafab, a multi-phase chip fabrication facility ·

SpaceX - Orbital Datacenters: Economics and Physics

To handle the 60% to 70% inference load, they are building massive new facilities like the Gigasat factory in Bastrop, Texas, and the 100-million-square-foot Terafab chip plant just to mass-produce 70-meter orbital nodes. Instead of replacing terrestrial data centers, SpaceX is adding an orbital inference network on top of a massive terrestrial training footprint.

Mega-Cap AI IPO Wave 2026: SpaceX, OpenAI & Anthropic $3T Market Impact

As AI compute demand grows exponentially, infrastructure providers like Nscale become essential picks-and-shovels investments. The Terafab initiative announced in March 2026—a collaboration between Tesla, SpaceX, and xAI to manufacture AI chips using Intel's 14A process—illustrates the ...

Watch China land a reusable rocket for the first time, a new challenge for Elon Musk's SpaceX

Ex-Blue Origin workers say theirs are worthless.Exclusive: Elon Musk plans to pitch SpaceX's Terafab chip moonshot to employees at Europe's biggest tech companyThis tech exec sued Tesla over its Full Self-Driving promises — and wonExclusive: Stellantis CEO tells employees to channel Silicon Valley office culture as it prepares for 5-day RTOExclusive: The chip industry's most important company is cutting managers.

Space Exploration Technologies - S-1

“Terafab” refers to a chip manufacturing initiative with a long-term goal of producing one terawatt of compute

NVIDIA CEO Jensen Huang on AI Stock Dips: “Everybody Should Be Very Excited to Buy Stock at a Cheaper Price" — These Stocks are on My Radar After a Worrisome Wednesday - 24/7 Wall St.

Don't look for Jensen Huang to panic after any dip in AI stocks or the market. More investors should view such declines as chances to buy stock for cheap. Nvidia trades at 31x trailing P/E with $1 trillion revenue in its sights as Vera Rubin targets the agentic AI era. Taiwan Semiconductor, the 'Nvidia of the foundry,' trades at 37x P/E and faces no meaningful near-term competition despite Terafab ...

Battle for Advanced Packaging: TSMC Monopoly, Intel Challenge, and Amkor Arms-Dealing

SpaceX and Tesla signed on around the Q1 2026 earnings call as partners in Intel’s Terafab project. Google’s TPU v8e is reported to land on EMIB in the second half of 2027, with Apple, Microsoft, and NVIDIA sitting in the talks pile. CFO David Zinsner moved Intel’s external advanced-packaging outlook from a few hundred million to north of a billion dollars across the last two calls, and told CNBC he expects billions of dollars per customer.

SpaceX Is Building a 10 GW Solar Factory in Bastrop, Texas

SpaceX has filed paperwork for a semiconductor fabrication facility, internally referred to as Terafab, in rural Texas, with a projected investment of approximately $55 billion. A $280 million expansion of the existing Bastrop facility is already underway, backed by a $17.3 million grant from the Texas Semiconductor Innovation Fund. That expansion will add one million square feet over three years for semiconductor R&D and advanced packaging operations.

Musk’s Net Worth Down $407 Billion From Trillion-Plus High as SpaceX Stock Dives - Tesla (NASDAQ:TSLA), S - Benzinga

SpaceX and Tesla are building Terafab in Texas, which will cost over $100 billion. In the last earnings report, Tesla hinted that it will not achieve a positive free cash flow this year because of this project. SpaceX is also investing billions of dollars in its AI business, including xAI, even as Grok faces intensifying competition from leading AI models developed by OpenAI and Anthropic.