Can SpaceX’s Terafab reach the scale of TSMC? The answer starts with understanding the sequence: develop the process, prove the production line, then replicate it. The useful question about Terafab is how it gets from a working production line to an enormous chip-manufacturing operation. That requires a sequence. Acquire the expertise. Develop and qualify the …
Five thousand launches a year means nearly fourteen launches every day. At an assumed 200 tonnes of payload per V4 Starship flight, that would deliver one million tonnes to orbit annually. Under the satellite power-density assumptions in my latest video, that supports 50–100 gigawatts of new orbital AI capacity per year. Those numbers explain why …
SpaceX has filed to increase from its already approved 25 Starship launches per year to 100 annual launches from Texas. This will then increase to 456 launches. There are double the number of landings (one for booster and one for upper stage). In Florida, SpaceX has environmental and operational authorizations for up to 44 Starship-Super …
Tesla added 300 Cybercabs into Austin. The robotaxitracker which only has about 1-2% of rides recorded. 400 logged rides over the last week has detected about 50 Cybercabs. The count went from 100 to 150. Tesla said they added and have over 300 Cybercabs in Austin. There are 300 Cybercabs ready to be released in …
One new AI data center per month represents $25 billion in annual revenue capacity each month and then it will triple to $75 billion per month with Rubin chips in 2027. Completing facilities at a monthly pace would make construction speed a major driver of SpaceX’s valuation. That is the core of the $1,000-per-share SpaceX …
Elon Said this will sound super crazy, but I see a path to SpaceX being worth orders of magnitude more than the current Earth economy The Actual SpaceX plans from mass-produced AI data centers on Earth and reusable Starships to lunar factories, magnetic mass drivers and vast networks of orbital AI satellites. The numbers reveal …
SpaceX is doing the IMPOSSIBLE in the last few months of this year. It will change EVERYTHING. They have a new most important product and it IS not the reusable Starship or AI in Space. Monetizing the data centers at the rate SpaceX is doing is making them the fastest growing company in the world …
The biggest near-term change in SpaceX’s business is happening already and will be obvious over the next few months. They are completing some of the largest AI data centers on Earth every month. In my latest video, I examine the Macrohard, Macroharder and Minihard buildout—and why a construction cycle measured in months could make conventional …
SpaceX Falcon 9 is roughly 15–18 t to LEO in reusable mode and ~23 t expendable, with boosters routinely flying 20+ times and the fleet doing dozens of launches per year. Falcon 9 has had 160-170 launches per year in 2025 and likely in 2026. This is about 2500-3000 tons per year. No other rocket …
There are not many rockets or similar rockets in a family of rockets that get to over 20 launches in a year. It is over more rare to get to over 50 launches in a year from any number of launch pads. The SpaceX Falcon 9 is the only rocket to get to over 50 …
October 1st, 2026 Google in partnership with planet labs launched a prototype satellite carrying four TPUs into orbit on SpaceX’s Transporter-18 rideshare mission. This launch is the first step of Project Suncatcher. Google is working long-term to one day host scalable machine learning infrastructure in space. Over the coming weeks, in-orbit data will be gathered …