SpaceX is planning to manufacture its own GPUs as part of its AI and technology
expansion, according to excerpts of its S-1 filing ahead of a potential $1.75
trillion IPO expected this summer. The company said GPU manufacturing would be
among its “substantial capital expenditures” but did not disclose cost or
timeline. SpaceX, its xAI unit and Tesla are also developing a chip production
complex called Terafab in Austin, Texas, intended to produce AI chips for cars,
humanoid robots and data centers. It is unclear what chip types will be produced
or which partners, including Intel, will handle fabrication. CEO Elon Musk said
Intel’s 14A process may be used when the facility scales. SpaceX said it lacks
long-term contracts with many chip suppliers and may not meet Terafab goals on
schedule. The filing noted reliance on third-party chip suppliers. Industry
leader Nvidia Corp. designs GPUs but outsources manufacturing to Taiwan
Semiconductor Manufacturing Co..
