SpaceX tells prospective IPO investors it may manufacture its own GPUs amid chip supply concerns

What did SpaceX disclose about GPUs?

According to excerpts of its S-1 registration reviewed by Reuters, SpaceX included “manufacturing our own GPUs” on a list of substantial capital expenditures it is undertaking. Economic Times,Reuters

Why is SpaceX flagging chip supply as a risk?

The filing excerpts say SpaceX does not have long-term agreements with many direct chip suppliers and expects to keep sourcing much of its computing hardware from third parties, while also warning that Terafab may not proceed as planned. 证券之星,MoneyDJ理財網

What is known about Terafab’s role in these chip plans?

Related reports describe Terafab as an AI chip manufacturing project tied to Musk’s companies, and Musk said Tesla plans to use Intel’s 14A process for it. However, reporting on the SpaceX filing says it remains unclear when SpaceX would begin making chips or exactly how the GPU effort would connect to Terafab. Reuters,Bloomberg Business,MoneyDJ理財網