Inside The "Rational Frenzy" Driving The AI Super-Cycle

The rest of the valuation is a wager on terminal value, on a future still over the horizon. Server farms in orbit carried up by a Starship that is running behind. A chip plant Musk has nicknamed the Terafab and has not yet been built. Settlements on Mars.

Watch ASML CEO on AI Demand, Data Centers in Space, Musk's Terafab - Bloomberg

ASML Holding NV CEO Christophe Fouquet says the demand for AI infrastructure is still "enormous" and discusses the potential for data centers in space. Speaking during an interview on Bloomberg Television, Fouquet also says the company has to make sure it doesn’t experience supply constraints when servicing new projects such as on Elon Musk’s Terafab.

SpaceX: SpaceX News, SpaceX updates & Spacex latest announcements - The Economic times

The comments followed Musk's announcement a day earlier of plans to build "Terafab," an advanced AI chip complex in Austin. Led by Benchmark and EQT Ventures, the fundraise underscores surging investor appetite for space infrastructure bets as massive AI computing requirements strain ⁠terrestrial ⁠energy grids and data center capacity, even as space-based systems offer access to near-continuous solar power.

a16z Champions SpaceX as Cornerstone of Humanity's "Future Economy"; Musk Targets $1 Trillion Revenue by 2030 — BigGo Finance

Diamandis was even more certain, stating he believes the probability of Tesla merging into SpaceX is 100%, citing resource sharing and synergies between the two on Gigafactories and the TeraFab chip program as making a merger highly logical. On the hardware timeline, Shotwell expects SpaceX to launch its first dedicated AI satellite, "AI1," by the end of 2027. Before that, the company will deploy computing power on some Starlink broadband satellites for "canary" pilot tests t

SpaceX's $75 Billion Is Going to Data Centers in Orbit | MCO News

SpaceX bought xAI in February, folding in the Colossus data centers and the Grok models, so it has frontier AI in-house. It is building chip packaging at its Bastrop, Texas campus this year and has floated a 55 billion dollar Terafab chip plant ...

Why Tesla Might Need to Merge With SpaceX Sooner Rather Than Later | The Motley Fool

And between Tesla's competitive position potentially eroding and SpaceX needing plenty of cash to fund its growth ambitions, a merger between the two companies may indeed make a lot of sense, especially given that the two businesses are working on Terafab, a giant chip factory, and other initiatives together.

ASML Shares Surge on Musk's $119 Billion Fab Vision and Analyst Upgrades, but Q2 Report Will Test th

The week’s most powerful catalyst came from Elon Musk, who appeared by video at ASML’s own technology conference to pitch the Terafab project, a vertically integrated semiconductor venture involving Tesla, SpaceX and xAI, with Intel contributing its 14A process technology. A Texas?based fab is slated to start with $55 billion in investment and could eventually absorb as much as $119 billion. Musk’s message was unequivocal: ASML is the indispensable supplier, because it is the world’s sole produc

SpaceX IPO aims for AI and orbital data centers | TechTarget

Chips are also a key AI industry ... on space data centers: "Semiconductor production ... is a 'universal' constraint on all chip deployment, whether deployed on Earth or in Space ... Elon Musk is clearly well aware of this constraint, and it is the impetus behind his Terafab ...

This chip stock is seen as a key winner from SPCX “gravitational pull” effect By Investing.com

"Rubin ramp at xAI is perhaps the reason for Google and Anthropic approaching xAI with large multi-year contracts," it noted, pointing to a combined $75 billion in agreements between xAI and the two companies. On the semiconductor equipment side, Lynx sees Lam Research, Applied Materials, ASML, and KLA as key beneficiaries of Terafab’s buildout, with wafer fabrication equipment demand of roughly $25 to $30 billion expected over 2027-28.

So, Elon's a Trillionaire

Not to mention all the blue-collar and middle-management jobs in around the SpaceX Starbase outside Brownsville, Texas, his Tesla gigafactory in Bastrop, Texas and his Terafab plant near College Station and other companies all together employing around 150,00 people (plus all the people selling food, car, clothing etcetera to those workers).