SpaceX S-1 Eyes In-House GPUs for AI Expansion, Flags Supply Risks

SpaceX's latest S-1 disclosure warns of manufacturing GPUs in-house amid AI growth, citing chip supply shortages and no long-term supplier contracts. The filing spotlights the Terafab Austin complex with xAI and Tesla, targeting Intel's 14A process per Elon Musk, as initial reports flagged capex for GPUs tied to supply woes. This vertical push could compete with Nvidia, reshaping demand ahead of SpaceX's $1.75 trillion IPO, prompting scrutiny on GPU makers' prospects and supply chains.