SpaceX Warns Investors Of Chip Supply Risks As Elon Musk Targets In-House GPUs

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Commercial space flight giant SpaceX has warned investors it could face supply chain risks as it moves to scale up its in-house AI compute efforts.

Supply Risks Plague SpaceX

According to S-1 filings accessed by Reuters on Wednesday, SpaceX had listed its in-house chip manufacturing as one of its “substantial capital expenditures.” SpaceX also outlined that it did not have long-term contracts in place with suppliers and that it will continue to source a “significant” portion of its compute from third-party suppliers.

“There can be no assurance that we will be able to achieve our objectives with respect to TERAFAB within ​the expected timeframes, or at all,” SpaceX said.

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