SpaceX

🇺🇸@ElonMusk revealed on @Tesla’s Q3 earnings call that the company is building an “Optimus Academy” where 10,000-20,000 humanoid robots will practice real-world tasks through self-play and learn from their mistakes to generate training…

people who left @OpenAI, @spacexai, @stripe and @Tesla to build something new in stealth on X: 1/ @hyhieu226: ex-openai and xai technical staff, google brain researcher, imo silver medalist. 2/ @rochi5ha: 5 years engineering at rippling,…

Quite surprised that AI stocks are red considering how strong SpaceX and Meta's earnings were. Fundamentally, both proved that there's zero issues on the demand-side which is a positive step in helping sentiment. It therefore seems like…

J.P. Morgan: SpaceX compute capacity expected to reach 99GW by 2031, with 78GW in orbit, up from just 0.8GW in 2025. These numbers are hard to imagine... $SPCX

MERGER NEWS 🚨 Reuters' latest exclusive provides some particularly important details regarding the merger between $TSLA and $SPCX 🔥 According to the report, SpaceX has approached Tesla in recent weeks. Both companies have since hired…

True https://t.co/GiPHueWem4

IT IS BECOMING F*CKING DANGEROUS: GROK BOT EATS GPT, CLAUDE, GEMINI, LLAMA, DEEPSEEK AND MISTRAL One prompt and Grok 4.7 reads X in real time, holds 500k tokens and bills $2 in / $6 out per 1M. I pointed the Grok bot at the other six. Here…

🇺🇸 @Tesla is generating strong free cash flow while advancing its AI, robotics, and autonomy roadmap, and @ElonMusk sees major upside in combining it with @SpaceX. Tesla refined its 2026 capital plan to roughly $20 billion and delivered…

MERGER UPDATE 🚨 The race against the clock is officially on 🔥 People familiar with the matter say that the special committees from Tesla and SpaceX are pushing to announce a deal in the first half of 2027, aiming to close the transaction…

BOOM 🆘 2027 is shaping up to be the brilliant year that Tesla's AI ambitions become real 🔥 On the Q3 earnings call, Elon and the team put dates on almost everything enthusiasts have been waiting for, and the biggest one is about the car…

A hacking group called CyberCartel used a web of AI agents powered by models from companies including Anthropic, SpaceX and Chinese lab Moonshot AI to automate cyberattacks against more than 400 Latin American financial targets, according…

UBS: We estimate SpaceX will need to spend ~$350B to hit its target for 13GW. $SPCX

$SPY rose about 0.5% today to around $773, bouncing from an early low of $768.41 as chip and AI stocks led the market higher. Here are the top stories you need to know. 1. $SMCI jumped about 10% after raising its fiscal first quarter…

‘The Fix Is In’ in AI. Musk, Nvidia, OpenAI & AI Agents. ARD #189 …a Tesla-SpaceX merger, Nvidia on water and power, OpenAI on Google’s cloud, and the AI agent race. $NVDA $TSLA $SPCX Full writeup and source links: https://t.co/LecVwJHf8A…

Cool https://t.co/ZQnGN5zY53

BofA: SpaceX management is "highly confident" of adding 10GW in CY27, mostly Vera Rubin, would be surprised below 13GW, and sees "non-zero" chance of more than 20GW. That implies $400 billion to $800 billion of potential Vera Rubin spend…

This.... https://t.co/9viBtstl6u

WHAT 1,730 CRYSTAL PULLERS TELL US ABOUT MUSK’S 20 GW PLAN: Musk says SpaceX has a “highly proprietary” plan to add 20 GW of power by end-2027, beyond just gas turbines. Solar is a part of it and things are moving. China shipped 1,730…

🚨Elon Musk says SpaceX will attempt to catch both Starship and its Super Heavy booster during the next test flight. https://t.co/FehrxMvDB4

Elon Musk just put dates on Terafab. According to Reuters, Musk said on the SpaceX earnings call that Terafab's first working SRAM test chip is targeted for May or June 2027 at the research fab in Austin. Volume production is targeted for…

SpaceX alone could be buying more Nvidia GPUs than most countries. On the earnings call, Elon Musk said SpaceX is on track to bring roughly 200,000 $NVDA GB300 GPUs online every month for the rest of this year. That is about 600,000 GPUs…

BOOM 🎐 SpaceX just set a sky-high bar for Tesla’s earnings call later today 🔥 From Starship’s next milestones and Starlink’s expansion to massive AI infrastructure plans, new products, and extraordinary revenue ambitions, SpaceX’s Q3…

Congrats SpaceX team! https://t.co/L5dY4UFxT0

AI: Anthropic’s $750 Billion Compute Bill, SpaceX’s AI Profit. AI-RTZ #1246 …inside Anthropic’s draft S-1, as SpaceX posts its first profit as a public company https://t.co/I30uT2hyNL https://t.co/ppelAc4ckU

Shinhan Securities: Supply Base and Monetization Structure of Major AI Computing Providers $CRWV $NBIS $IREN $SPCX $AKAM $SHAZ

STRONG SIGNAL 🚨 Tesla and SpaceX are building an independent semiconductor supply chain for their Terafab project, tapping roughly ten South Korean suppliers 🔥 According to reporting by The Elec, representatives from both companies met…

Once again, the GPU depreciation bear thesis is dead. Elon on the $SPCX call: "The value of compute per watt will increase over time, not decrease... that's why you see things like even old computers like H100s renting for more than they…

BOOM 🚨 SpaceX and Tesla have formed “special committees” to study a merger of Elon Musk’s two public companies 🔥 “I think it would be a good idea, but at the end of the day the shareholders have to be supportive of this.”…

$SPCX: "It is not impossible that we will have a six-month payback period for compute next year."

$SPCX: "Our belief is that the value of compute per watt will increase over time, not decrease. And the reason that for that, I think it should be obvious to people really is that as you improve the AI software, as the models get better…

$SPCX: "I feel highly confident of 10 gigawatts incremental next year, so 13 total. And some number over 20, the probability of achieving that is rising rapidly."

$SPCX: "what we're aiming for internally, is to make our first sort of test chip functional in approximately May or June of next year. That is just a kind of an SRAM chip or something that basically tests the line. That is at the research…

$SPCX: "At current pricing, new compute deployments are generating a payback of less than a year. Pricing is currently tracking slightly above the high end of the 30 to $50 per watt range we were discussing just last quarter."

$SPCX: "maybe it is a small possibility at this point, but it is not zero, of having SpaceX having over 20 gigawatts of superintelligence compute online next year." https://t.co/VjPdIB59R0

$SPCX: "I would be surprised if we're brought on less than 13 gigawatts of compute by the end of next year."

$SPCX: "I think people are starting to realize the constraints on deployment of superintelligence is more in power and cooling and infrastructure than it is in chips."

$SPY rose about 0.2% today to around $768, bouncing from an early low of $764.25 as the Dow led and tech lagged. Here are the top stories you need to know. 1. South Korean neocloud Elice plunged 32% in its trading debut, dragging the KOSPI…

SpaceX: Expanded nameplate compute to 1.7 GW as of September 30, 2026, up from 1.4 GW as of June 30, 2026 and 0.6 GW as of September 30, 2025, as we continued the buildout of COLOSSUS II $SPCX

AI is on track to become a superhuman hardware designer, but design is only the beginning. The interface between bits and atoms is lossy, and turning designs into real hardware gets harder at every level: 1. Sourcing off-the-shelf parts…

“Lack of electricity” is an oversimplification. Everything is hard about bringing massive compute online at extremely high speed. If there was twice as much time, this would be relatively easy, but there is not. https://t.co/rmuECPbCrN

The value of Terafab’s output will place it in the top 20 of country GDP in a single building https://t.co/9XZXdMZ9iC

Nomura: data center capacity to expand to 74GW in 2028F, up from 26GW in 2025. Of the 74GW, 48.5GW coming from the US big tech. $SPCX $ORCL $CRWV $META $MSFT $AMZN $GOOGL

🇺🇸 @ElonMusk’s two biggest companies, SpaceX and Tesla, report earnings this week. @SpaceX reports today, @Tesla tomorrow. Both are aggressively building for SI: last quarter alone, SpaceX put $15.8 billion of its $18.4 billion…

BOOM 🚨 ARK Invest just published an updated valuation model for $TSLA, and according to their latest projections, Tesla’s expected share price in 2031 is about $4,400 🔥 The bear case is around $3,300 and the bull case is around $5,000.…

ENGINEERING NEWS 📡 SpaceX has found prime real estate for its bulkiest chip parts right on top of the chip itself 🛖 Space on a chip is precious, yet the chips that steer a satellite dish's beam hand part of it to things that never…

SpaceX, Tesla earnings to test Musk's AI spending ambitions as merger talk grows https://t.co/pO2CqlMWnw

When Alef welcomed Tesla to the flying car race, it pointed to one fundamental technical difference. Alef lifts off with distributed electric propulsion, or DEP, while Tesla's upcoming Roadster relies on cold-gas thrusters. That sounds…

🇺🇸 IS A TESLA-SPACEX MERGER CLOSER THAN WE THINK? Kalshi traders now see a 60% chance that Elon Musk’s Tesla and SpaceX will merge before May 1, 2027. One company builds electric cars and robots. The other launches rockets and…

Earnings season is back ‼️ Many AI names are reporting this week. Tuesday: $SPCX Wednesday: $META $LRCX $TXN Thursday: $NOK $BE $MXL $WDC

Microsoft just walked away from one of the biggest AI data center projects in the United Kingdom. According to the Telegraph, $MSFT terminated its deal for Nscale's planned site in Loughton, Essex, which ministers had called the country's…

I think investors are MASSIVELY underestimating just how constrained we are when it comes to AI infrastructure right now. Ben recently revealed that he was speaking with Amazon CEO Andy Jassy, and when Ben mentioned that AI compute…

BofA sees SpaceX consuming ~20% of TSMC's advanced node capacity in 2029, up from ~1% in 2026, due to limited support from Terafab. $SPCX $TSMC https://t.co/kSutYfLLSI

Just remember. You aren’t actually driving the Roadster at all. You are driving a computer and it is telling another computer how to drive the car. It is steer by wire. Brake by wire. Accelerate by wire. But you will think it is better to…

"Roads? Where we're going, we don't need roads." 🛞 The Tesla Roadster launch event has wrapped up, and here is everything you should know from the presentation 🔥 Right out of the gate, flying cars are officially real, and what Tesla and…

SpaceX has used thrusters to position spacecraft for decades. Making them work in a vehicle instead of a vacuum took all-new hardware & controls. Every usable void in the car is packed with Carbon Fiber Overwrapped Pressure Vessels (COPVs)…

Maybe more than 10GW https://t.co/Hm7CNpAwGA

Old friends are the best friends. Jensen rocks. The Star Mind computer being co-engineered by SpaceX and Nvidia is far better than almost anyone expects and will reach volume production next year. Working with the incredibly talented…

🚨BREAKING: @Barclays says @ElonMusk could announce a merger between @Tesla and @SpaceX before December. The firm expects SpaceX to acquire Tesla in an all-stock deal, leaving Musk with roughly 37% ownership but about 56% of the combined…

“ELON MUSK IS TURNING xAI INTO AN AI INFRASTRUCTURE POWERHOUSE!” | THE STACK John Stringer (@teslaownersSV) discusses how @elonmusk's AI infrastructure ambitions are expanding beyond building models, with GPU capacity potentially serving…

“THE CYBERCAB IS THE MOST EFFICIENT VEHICLE EVER MADE!” | THE STACK John Stringer (@teslaownersSV) compares @Tesla's Cybercab with Waymo's Jaguar I-PACE fleet, highlighting the fundamentally different economics behind the two Robotaxi…

“TESLA'S ROBOTAXI ROLLOUT IS JUST GETTING STARTED!” | THE STACK John Stringer (@teslaownersSV) and Joseph Jefferson (@SjvTesla) discuss @Tesla's Robotaxi expansion in Austin, with the number of authorised vehicles growing from 45 to nearly…

True, this is a very big deal https://t.co/nmJohlSybo

THE STACK: ROBOTAXIS, BRAIN CHIPS & THE FUTURE OF AI Is @Tesla pulling away from the competition? Can @SpaceX keep breaking launch records? And is @Neuralink bringing science fiction to life? John Stringer (@teslaownersSV) and Joseph…

🇦🇺 Telecom stocks across Australia and New Zealand fell after @SpaceX unveiled plans to build a satellite-powered mobile network that could compete directly with traditional carriers. The key move is SpaceX’s push for spectrum that can…

SpaceX, Blue Origin, Firefly and others face a hard question: can lunar landers be built like an assembly line instead of a one-off? https://t.co/Y3UMgE4NA0

🇺🇸 @ElonMusk is recruiting chip engineers. He urged world-class chip designers and production engineers to consider joining SpaceX or Tesla. It comes as his companies push ahead with Terafab, a planned chip plant in Austin meant to…

AI hardware just got so expensive that Wall Street has to step in, with over $90 BILLION in new debt to buy chips. According to the Wall Street Journal, Broadcom is seeking more than $50 billion to fund its custom AI chips for OpenAI.…

🇺🇸 @ElonMusk is recruiting for the massive Terafab semiconductor project in Texas, saying the value of its annual output could rank among the world’s 20 largest national economies. The planned Tesla-@SpaceX-Intel megafactory is designed…

Decart is reportedly closing in on a $7 billion sale to Amazon, after Anthropic offered $6 billion in August and SpaceX reportedly looked too. I keep coming back to what's actually being bought here. Decart doesn't make a chatbot. It makes…

🇺🇸BREAKING: @elonmusk is recruiting world-class chip design and production engineers to join @SpaceX or @Tesla as he pushes to slash the typical 2-year chip cycle and hit 10 designs per year with Terafab. He wants teams that can iterate…

How is a lightning-fast pace of 10 chip designs a year even possible? 🤯 💡 Here’s my take: Terafab’s path to faster chip development starts with the research fab at Giga Texas. By bringing mask-making, fabrication, packaging, and testing…

If you’re a world-class chip design or production engineer, consider joining SpaceX or Tesla. How cool would it be to iterate on designs and customize production machines at lightning speed? https://t.co/H9v1lHQwKV

[ ENGINEERING DESIGN ] 📡 SpaceX was officially granted a design patent (US D1,151,554 S) for an antenna apparatus with an underside folded into a shallow keel 🛰️ The top surface is left blank. The entire design lives on the bottom—and…

Elon Musk wants to do 10 chip designs a year with Terafab compared to 1 every 2 years: "The advancement of any given technology is how many iterations, and how much progress per iteration. How many chip designs can you do, make and test in…

🇺🇸EXCLUSIVE: @elonmusk says catching Starship is only the start; the real challenge is to make the rocket quickly reusable. He told @teslaownersSV at @theXtakeover that a long tail of engineering and production upgrades are needed to…

🇺🇸EXCLUSIVE: @elonmusk says the next major Starship milestone after catching the ship is to re-fly both the booster and the ship. He told @teslaownersSV at @theXtakeover that recovering every part of an orbital rocket would already be…

🇺🇸EXCLUSIVE: @elonmusk says Starship could have reached orbit on every single previous flight, they just refused to go until they were sure it wouldn’t get stuck in space. He told @teslaownersSV at @theXtakeover that the “extremely…

We announced an agreement to acquire a nationwide low-band spectrum license portfolio that will pave the way for @Starlink to become a major mobile carrier in the US. https://t.co/Fyc998Nyik

Using now on cross country flight. Game changer... https://t.co/Fyc998O67S

🇺🇸 @ElonMusk’s SpaceX just made a major move to bring satellite phone coverage inside buildings. AT&T's CEO has argued that satellite signals struggle to get through walls, limiting where the technology can work. @SpaceX is now buying…

SpaceX sends their regards RIP $VZ $T https://t.co/hjxyCiAThs https://t.co/e9EY4zHUEM

Very big deal https://t.co/AOZ00P5s66

Expert Takeaways: Taiwan Union Technology > TUC's top 3 customers are Google, Amazon, and SpaceX. Server business drives 70% of total revenue, while consumer electronics takes 20% and auto/industrial takes 10%. > High-Speed Material…

Unfortunately, we are being blocked by certain oligarchs in order to maintain their monopolistic chokehold on the Indian people. You can guess who they are … This is a crime against the people of India! https://t.co/t3YONgpcm7

Starlink Mobile (direct-to-cell) V2 satellites are incredible. This @SpaceX constellation will enable more than 100 times the bandwidth of our current V1 system! https://t.co/qX8D73c5Cs

ENGINEERING NEWS 🗞️ SpaceX has found a way to keep 256 cell beams from drifting out of sync in orbit: it holds every beam back until it matches the slowest one 🐢 Your phone was built to talk to a cell tower down the street, yet SpaceX…

Connecting remote communities starts with making complex technology feel simple. That’s exactly what the #Starlink terminal does. Learn why SpaceX chose ST to help make this vision a reality and bring internet access where traditional…

BREAKING 🚨 Elon Musk just drew a hard line in the sand: Tesla and SpaceX are taking full command of the Terafab. Full stop. From blueprint to active production, his teams run the entire show. If an industry giant like TSMC gets involved,…

SpaceX talk https://t.co/Fg7CFYgDLj

SpaceX has deployed approximately 1.0 million Nvidia GPUs across its Colossus I and Colossus II datacenters, expanding total operational compute to 1.81 GW by late September 2026, according to Goldman Sachs. $SPCX $NVDA…

Elon: We need more chips Jensen! https://t.co/cJEcRCCzj6

JPM on the potential TSMC collaboration with TSLA/SPCX 👀 https://t.co/1QFV0Zoejk

In the latest interview with CCTV Finance, Elon Musk stated that the global humanoid robot market will reach hundreds of billions of units, emphasizing that Tesla is in the final stages of mass production. "I predict that the global…

Grok 4.7 places @SpaceXAI as third, after Anthropic & OpenAI, for agentic coding. When factoring in that Grok is significantly faster & lower cost, it’s a great choice for your everyday workhorse. https://t.co/PxkMzHx3o5

🇺🇸 @SpaceX is pushing the boundaries of space technology with plans for up to 1 million satellites that could bring massive AI computing power into orbit. Reported FCC details show each Starmind AI data center satellite could weigh up to…

Lawsuit accuses Anthropic, OpenAI, SpaceXAI, Google of AI pacing ‘collusion’ https://t.co/xuwiwpSFm1

Incredible visuals shared by Brad Gerstner @altcap at the All-In Summit. > The hyperscalers capex is almost dollar for dollar with semis FCF > Collective run rate of Anthropic, OpenAI, and SpaceX is ~$100 billion. Brad believes they need…

Samsung Securities: Hyperscaler Compute Business Models Hyperscalers operate through two primary methods: 1) Computing rental and 2) Model inference services, both of which can achieve a Gross Profit Margin (GPM) of 68% to 81%. > Model…

Breaking: CEO of $NVDA Jensen Huang says cybersecurity will be the next major use case for AI as cyberattacks grow 'exponentially' Nvidia is the most valuable company on Earth at $5.2T as they make almost every chip powering AI right now…

So many great nuggets of information in this interview with Elon and Gwynne. 1. Elon rules out a slowdown on frontier AI development, instead proposing a cross-lab testing mechanism. I think it makes sense in theory. What's bullish though…