• October 21, 2026
SpaceX Targets 13GW AI Compute by 2027 and Terafab Chip Production in 2028: Musk’s Vertical Integration Gamble

SpaceX’s Q3 2026 earnings call delivered staggering numbers: roughly 13GW of AI compute targeted by end-2027 — the power of a dozen nuclear reactors — and volume production at the SpaceX-Tesla Terafab chip fab by Q3 2028, with ASML accelerating equipment deliveries. Q3 revenue hit $14.6 billion, up 161%, and 200,000 Nvidia chips now come online monthly. Musk is rebuilding SpaceX into a vertically integrated AI empire.