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Oct 22, 2026
Tesla's Q3 10-Q, filed on October 22, says its board has formed a special committee of disinterested directors to explore deepening ties with SpaceX, possibly through a business combination, which ...
Oct 21, 2026
On Tesla's Q3 earnings call on October 21, Musk said the Austin research fab will begin commissioning machinery in the first half of 2027, with a first test chip "just to see if we can make any chi...
Oct 21, 2026
Reportedly, there's a push to announce a SpaceX–Tesla deal by the first half of 2027 so that it closes during the Trump administration, Bloomberg reported on October 21. No terms have been agreed, ...
Oct 20, 2026
On SpaceX's Q3 earnings call on October 20, Musk said SpaceX and Tesla have each formed special committees of independent directors to discuss a merger, Ars Technica reported. He said no terms are ...
Oct 20, 2026
Reportedly, Tesla and SpaceX staff visited about 10 Korean materials, parts and equipment suppliers at SEMICON West on October 13 to source for Terafab, and more than half have already signed NDAs,...
Aug 29, 2026
Elon Musk said SpaceX and Tesla are each building 100GW/year of solar production capacity, with natural gas turbines needed to supplement and bootstrap solar output for several years while turbine ...
Aug 14, 2026
Land clearing is underway near the planned Terafab site in Grimes County, with aerial footage showing heavy equipment removing vegetation across the property. The activity represents early site pre...
Aug 6, 2026
SpaceXannounced a joint$16.8 billionfirst-phase investment inTerafab, a 100-million-square-foot semiconductor fabrication plant in Grimes County, Texas, creatingjobs. Texas extended a$30 million Te...
Analysis
Premium
Pricing Terafab: A Bottom-Up the S-1 Won't Give You
May 27, 2026
SpaceXAi's S-1 names Terafab, its partners, and the terawatt compute ambition, but avoids the cost question. The press has filled the void with figures of $55B, $119B and, at the top end, $5T; none of which come from SpaceXAi. We built the bottom-up model the filing leaves out, and the bottlenecks we found look different from the ones the press keeps chasing.
What Moves $/Chip: Sensitivity
Apr 15, 2026
Tesla's AI5 inference chip, due for samples in late 2026 and volume production in 2027 across Samsung and TSMC fabs, uses a half-reticle die design targeting dramatically higher yield at scale. Mus...
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