SpaceX Plans To Manufacture Its Own GPUs Ahead Of $1.75 Trillion IPO
SpaceX plans to manufacture its own GPUs ahead of its anticipated $1.75 trillion IPO, with a total addressable market of up to $28.5 trillion, mostly tied to artificial intelligence. The company is positioning itself as an AI infrastructure company, vertically integrating compute at a scale no existing company can match.
SpaceX is planning to manufacture its own GPUs ahead of its anticipated $1.75 trillion IPO. The company's draft S-1 registration filing with the Securities and Exchange Commission revealed this plan, alongside substantial capital expenditures on launch vehicles and satellite networks. SpaceX describes its total addressable market as up to $28.5 trillion, with over 90% tied to artificial intelligence. The company is positioning itself as an AI infrastructure company, with rockets and satellites becoming the delivery mechanism for AI compute. SpaceX's Terafab project aims to produce one terawatt of AI compute capacity per year at full scale. The company expects to continue sourcing a significant portion of its compute hardware from third-party suppliers but sees vertical integration as the long-term solution due to its large ambitions.
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