SpaceX, Tesla, Intel Break Ground on $16.8 Billion Texas Chip Fab

M&A · PartnershipProduct / Tech Impact 4
โดย The Motley Fool·US·Read original
Summary · why it matters

SpaceX, Tesla, and Intel have broken ground on the Terafab, the world's largest vertically integrated chipmaking factory in Grimes County, Texas. The initial phase will cost $16.8 billion, with total costs across all phases potentially surpassing $119 billion. The 100-million-square-foot facility is expected to meet SpaceX and Tesla's projected computing demand of more than 1 terawatt per year. SpaceX and Tesla will fund construction, while Intel will support development with its licensed chipmaking process and foundry operations. Approximately 75% of the chips will go to SpaceX's orbital data centers and satellite constellations, with the remaining 25% powering Tesla's Optimus robots, self-driving vehicles, and Cybercabs. Texas is supporting the project with a $30 million grant and tax abatements. SpaceX's capex surged more than sixfold year over year in the second quarter of 2026, from $2.8 billion to $18.4 billion, with $15.8 billion allocated to expanding its AI business.

Impact on stocks 4

Space Economy▲ · 1 stocks
Robotics & Physical AI▲ · 1 stocks
Tesla Inc
TSLA
▲ PositiveDemandrelevance

Tesla will use 25% of the fab's chips for Optimus robots, self-driving vehicles, and Cybercabs, meeting its computing demand.

Semiconductors▲ · 1 stocks
Intel Corporation
INTC
▲ PositiveDemandrelevance

Intel's licensed chipmaking process and foundry operations are central to the new fab, with SpaceX and Tesla as major customers.

Artificial Intelligence▲ · 1 stocks

Theme Impact 12

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