SpaceX has revealed it has begun manufacturing its own GPUs for AI applications.

Meta and OpenAI are developing their own AI chips, and it has been reported that Anthropic is also developing its own AI chip. Now, Reuters has revealed that Elon Musk's SpaceX is also working on manufacturing its own GPUs for AI.

Exclusive: SpaceX targets in-house GPUs as it warns investors of chip supply, costs | Reuters
https://www.reuters.com/business/autos-transportation/spacex-targets-in-house-gpus-it-warns-investors-chip-supply-costs-2026-04-23/

SpaceX says it is going to begin manufacturing GPUs — $1.75 trillion IPO listing reportedly includes in-house GPU production | Tom's Hardware
https://www.tomshardware.com/tech-industry/artificial-intelligence/spacex-says-it-is-going-to-begin-manufacturing-gpus-usd1-75-trillion-ipo-listing-reportedly-includes-in-house-gpu-production

Elon Musk's aerospace and AI company reportedly plans to make its own GPUs, though I doubt you'll one day be enjoying a SpaceX graphics card in your rig | PC Gamer
https://www.pcgamer.com/hardware/graphics-cards/elon-musks-aerospace-and-ai-company-plans-to-make-its-own-gpus-though-i-doubt-youll-one-day-be-enjoying-a-spacex-graphics-card-in-your-rig/

SpaceX is planning an IPO (Initial Public Offering) in the summer of 2026 with a target of $1.75 trillion (approximately 280 trillion yen). With the IPO just around the corner, SpaceX appears to be informing potential investors of its large-scale spending plans for the development of AI and other technologies.

In the United States, before an IPO, companies are required to file a document called ' Form S-1 ' with the U.S. Securities and Exchange Commission to disclose listing risks and financial information. Reuters obtained SpaceX's Form S-1 and confirmed that SpaceX is proceeding with 'manufacturing its own GPUs' as part of its ongoing 'massive capital expenditures.'

This initiative follows the development of Terafab, an advanced AI chip manufacturing facility jointly developed by SpaceX's AI division, xAI, and Tesla. Terafab is an advanced semiconductor production project led by Tesla's CEO, Elon Musk. Not only companies under Musk's management, such as Tesla, xAI, and SpaceX, but also Intel has expressed its intention to participate.

Intel announces participation in Elon Musk's AI chip development project 'Terafab' - GIGAZINE

Musk has described Terafab as manufacturing chips for automobiles, humanoid robots, and space-based data centers, but many details remain unclear, such as what types of AI chips it will produce and whether they will include GPUs.

There are various approaches to chips for AI. For example, NVIDIA primarily focuses on GPUs, which are highly versatile and suitable for a wide range of data processing. On the other hand, TPUs developed by Google are chips optimized for specific functions, making them suitable for building AI models and running chatbots like Anthropic's Claude.

Details such as when SpaceX will begin manufacturing its own GPUs and who will be responsible for their production remain unclear.

In addition, during Tesla's first-quarter 2026 earnings call, Musk explained that by the time Terafab becomes fully operational, Intel's next-generation 14A process 'should be quite mature or ready for full deployment,' and that 'it would look like the right choice.'

However, Reuters points out that the term 'GPU' used in SpaceX's Form S-1 could also be an abbreviation referring to AI processors in general. In addition, SpaceX explains in Form S-1 that 'We do not have long-term contracts with many direct chip suppliers. We expect to continue to source a significant portion of our computing hardware from third-party suppliers. We also have no guarantee that we will be able to achieve our goals for Terafab within the projected timeframe, or even if we will be able to achieve them at all.'

Reuters reported, 'Manufacturing GPUs is not easy. Industry leader NVIDIA has led the way in GPU design, but like much in the industry, it outsources manufacturing to TSMC. TSMC has invested hundreds of billions of dollars and a great deal of time in developing state-of-the-art manufacturing processes. Advanced chips require the use of special materials and more than 1,000 steps performed with atomic-level precision,' raising doubts about SpaceX's ability to manufacture its own GPUs.

In the semiconductor industry, it's common practice to divide the manufacturing, packaging, and testing processes among multiple companies. However, Musk explains that he plans to handle all stages of the process, from chip design to production, at Terafab.

SpaceX estimates that the maximum market size it can capture through Form S-1 could reach up to $28.5 trillion (4,600 trillion yen), and has indicated plans to expand its business not only in space development but also in the field of AI.

Exclusive: SpaceX conquered the stars, now eyes bigger opportunity in AI | Reuters
https://www.reuters.com/world/spacex-conquered-stars-now-eyes-bigger-opportunity-ai-2026-04-23/