SpaceX Terafab chip plant could cost up to $119B

SpaceX's Terafab semiconductor facility in Texas is projected at $55B initial capex, scaling to $119B across full buildout phases. Targeting vertically integrated AI chip production for Tesla FSD robotaxis, Optimus humanoid robots, xAI GPU clusters, and orbital edge inference, this rivals TSMC's Arizona expansion in scale. Engineers building edge AI pipelines for autonomous systems should watch supply chain implications closely.