Interesting that this is separate from Tesla, while Tesla may be a major customer for those chips.
And big puzzle: how a huge very high-tech HW factory can cost less than a SW startup?
Apple’s AI Strategy, SpaceX Chips, & AI Drugmaking
SpaceX Plans $55 Billion Investment to Make A.I. Chips (Paywall)
Rather than build at industry scale, SpaceX's proposed Terafab complex in Grimes County, Texas would start at $55B and potentially reach $119B — multiples of the $10–30B price tag for a typical modern fab — while SpaceX seeks tax breaks at a county hearing next month. The filing lands weeks before SpaceX's expected June IPO and slots into a wider Musk AI build-out: SpaceX absorbed xAI earlier this year at a combined $1.25T valuation, announced a $60B deal for AI coding startup Cursor last month, and just routed Colossus 1's full compute stack to Anthropic.
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