Macrohard is an agentic AI software platform, and Terafab is a vertically integrated chip fabrication initiative. Tesla is listed as the partner on both projects. SpaceX states that financial terms, intellectual property rights, and the ultimate collaboration term are not finalized, and that both efforts are in very early stages. The broader theme is building AI infrastructure and competing to control the chip stack. Tesla’s AI roadmap is positioned around FSD and custom AI silicon, supported by a semiconductor research fab at Gigafactory Texas in partnership with SpaceX and a $2 billion equity investment in SpaceX. NVIDIA supplies GPUs and networking for AI data centers, while Applied Materials provides fabrication equipment and services used by major semiconductor manufacturers.
"Macrohard is an agentic AI software platform, and Terafab is a vertically integrated chip fabrication initiative. Tesla is the partner on both. SpaceX disclosed that financial terms, intellectual property rights, and the ultimate term of the collaboration are not yet finalized, and that both projects are in very early stages."
"The underlying trend is the AI infrastructure buildout and the race to own the chip stack. Several companies benefit, but exposure varies. I looked at three stocks to see who actually wins."
"Tesla sells electric vehicles and energy products, but the AI roadmap is now central. Q1 brought $22.39 billion in revenue, up 15.8% year over year, and 1.28 million active FSD subscriptions, up 51%. Tesla also disclosed a semiconductor research fab groundbreaking at Gigafactory Texas in partnership with SpaceX alongside a $2 billion equity investment in SpaceX."
"NVIDIA sells the GPUs and networking that power the AI factories every hyperscaler is racing to build. I've owned NVIDIA for over 15 years now, and the latest earnings report still surprised me. Q1 FY27 revenue hit $81.6 billion, up 85% year over year, with Data Center revenue of $75.25 billion, up 92%."
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