Elon Musk unveils chip manufacturing plans for SpaceX and Tesla https://t.co/1qeh5MX3O2 ...

🚨 Elon Musk: Starship may be harder than chips, but Terafab is how you scale AI compute.He says Terafab will use two fabs, each focused on a single chip, enabling faster flow, fewer bottlenecks, and rapid iteration (new designs in <7 days).Key idea: extreme production speed → faster learning cycles → better chipsWithout something like Terafab, the industry stays stuck at ~20% annual growth in chip output.Elon Musk (@elonmusk):@markusdd5 Given that several companies make advanced chips, but no companies have ...

Core Insights - Elon Musk, who leads both Tesla and SpaceX, announced that a new facility will be established to supply chips for Tesla vehicles and SpaceX satellites [1] Company Summary - The facility will focus on producing chips specifically for Tesla's automotive needs and SpaceX's satellite operations [1]

Another 29 sats added to the 10k activeSpaceX (@SpaceX):Falcon 9 launches 29 @Starlink satellites from Florida https://t.co/wSNIcTO3xq ...

RT Molly O’Shea (@MollySOShea)At 24 years old, SpaceX is already one of the largest & most *capital-efficient* companies ever built:SpaceX: ~$12B raised → $1.25T Val (target $1.75T IPO)OpenAI: ~$170B raised → $840B Val (target $1T IPO)SpaceX Financial Profile (Over 1 Year):2025: $350B → 2026: $1.25T ValuationMarch 2025: $350B val, SpaceX had raised only ~$10B over 23 years, remarkably modest for its scale & valuation, +was already cash flow positiveFY 2025: Generated about $8 billion in profit on $15-$16B o ...

Falcon 9 launches 29 @Starlink satellites from Florida https://t.co/wSNIcTO3xq ...

Deployment of 29 @Starlink satellites confirmed ...

Another year, another record for the ultra-rich.There are now 20 centi-billionaires — individuals worth $100 billion or more — according to the 2026 #ForbesBillionaires list. That’s up from 15 last year and none just a decade ago.Together, this group holds $3.8 trillion, accounting for 19% of all billionaire wealth worldwide.At the top: Elon Musk, whose fortune soared past $800 billion following a blockbuster SpaceX–xAI merger. A potential IPO could push him into trillionaire territory.See who made the $100 ...

ELON MUSK: “To reach a terawatt of compute per year, we need about 10 million tons to orbit annually. This is feasible—no new physics required—and I’m confident SpaceX can achieve it. We’re also scaling to a terawatt of solar for power. The remaining piece is a terawatt of compute, which is why we’re building Terafab.” ...

[Table_Page] 跟踪分析|专用设备 证券研究报告 [Table_Title] 商业航天行业跟踪 马斯克官宣 Terafab 项目，太空算力商业模式有望闭环 [Table_Summary] 核心观点： | [Table_Grade] 行业评级 | 买入 | | --- | --- | | 前次评级 | 买入 | | 报告日期 | 2026-03-22 | [Table_PicQuote] 相对市场表现 -20% -6% 8% 22% 36% 50% 03/25 06/25 08/25 10/25 01/26 03/26 专用设备 沪深300 | [分析师： Table_Author]孙柏阳 | | | --- | --- | | | SAC 执证号：S0260520080002 | | | 021-38003680 | | | sunboyang@gf.com.cn | | 分析师： | 汪家豪 | | | SAC 执证号：S0260522120004 | | | SFC CE No. BWR740 | | | 021-38003792 | | | wangjiahao@gf.com.cn | | 分 ...