TSMC2026-10-04 02:26:06Lu Hsing-Chih says a TSMC-led Texas TeraFab would effectively be a TSMC fabTaiwan Semiconductor Manufacturing Co. (TSMC) is reportedly evaluating a potential project in Texas tied to Elon Musk’s TeraFab initiative, and semiconductor analyst Lu Hsing-Chih argues that the structure of any deal matters more than the label attached to it. If TSMC provides capital, process technology, and takes charge of construction and operations, Lu said the venture would in substance amount to a TSMC-run dedicated foundry, with SpaceX and Tesla serving as anchor customers rather than operating as independent chipmakers. The report cites Tim Culpan, founder of independent media outlet Culpium and a former Bloomberg columnist, as saying TSMC is exploring cooperation with TeraFab. Musk responded that the talks are still preliminary, saying, "just discussions, but something may come of it." TeraFab’s Texas buildout is already moving through early-stage site work. The Austin pilot research facility broke ground in April 2026, while the main site in Grimes County carries a planned first-phase investment of about $16.8 billion. Initial land preparation and road access work are underway, with formal construction listed for Dec. 1, 2026. The first phase is targeted for completion in 2028, while SpaceX expects limited operations as early as late 2027.20
TSMC2026-10-03 13:34:48TSMC Said to Be Exploring Potential Cooperation With Terafab ProjectChainCatcher reported that Taiwan Semiconductor Manufacturing Co. is said to be exploring possible cooperation with the Terafab project, which was jointly funded and launched by SpaceX and Tesla. The report added that TSMC is also considering Terafab as an important customer for its future wafer plant in Texas. Elon Musk responded that the matter remains at the discussion stage for now, but said there could be progress. The brief did not provide additional details on the scope, timing, or structure of any potential cooperation.20
SpaceX2026-10-03 10:23:40Musk says SpaceX has saved U.S. taxpayers more than $14 billionTechub News reported that Kalshi said in a post on X that Elon Musk stated SpaceX has now saved U.S. taxpayers more than $14 billion. The brief item provided no breakdown of how the figure was calculated, what time period it covers, or which programs or contracts were included. The claim was attributed to Musk through Kalshi’s post, and no additional details were included in the source material.50
Elon Musk2026-10-03 08:43:24Musk says Terafab-TSMC tie-up remains at discussion stage, with possible outcomeElon Musk said on X that reports about a partnership between his chip company Terafab and Taiwan Semiconductor Manufacturing Co. are still at an early stage. According to Musk, the two sides have only held discussions so far, though he added that those talks may yet lead to something. Musk had earlier said the Terafab project would be jointly operated by Tesla and SpaceX and based in Austin. He described the project as targeting 1 terawatt of computing capacity per year, with most of that capacity required for space-related use. The project’s initial investment was put at $16.8 billion. His latest comments stop short of confirming any formal agreement with TSMC, but they do indicate that contact between the parties has taken place.20
SpaceX2026-10-03 04:04:25Musk says more than 90% of SpaceX revenue this year came from commercial customersElon Musk said in a post on X that more than 90% of SpaceX’s revenue this year has come from commercial customers, with its satellite internet service Starlink serving as the main driver. He added that the share is well above the industry average and used the point to stress the importance of the commercial market to the company’s business. The update was cited by Techub News, with @Kalshi referenced in the source note. No additional figures or operating details were provided in the post summary.20
Donald Trump2026-10-02 05:18:08Time report says Trump asked Grok about arresting Maduro and praised its performanceA long-form report published by Time on Oct. 1 said U.S. President Donald Trump grew increasingly fascinated with artificial intelligence after returning to the White House. The report said Elon Musk secretly visited the Oval Office in December, where Trump spent hours questioning Musk’s AI chatbot, Grok, about his presidency and political legacy. One of Trump’s questions focused on how Venezuelans would react if the United States arrested Nicolás Maduro. According to the report, Grok replied that Maduro was deeply unpopular in Venezuela and that many Venezuelans would likely celebrate his downfall. The following month, Trump ordered an operation to arrest Maduro, and celebrations later appeared on the streets of Venezuela. Citing multiple officials, the report said the episode led Trump to view Grok’s performance as “excellent.”40
Elon Musk2026-10-01 20:06:41Musk says SpaceX version of VR72 may run at nearly 250 kW average powerAccording to a ChainCatcher newsflash, Elon Musk said he is cautiously optimistic that the SpaceX version of VR72 will be able to operate at an average power level close to 250 kilowatts. He added that this would imply peak power roughly 10% higher. The update was presented as a brief statement and did not include further technical details, timing, or supporting specifications in the source text. ChainCatcher attributed the remark directly to Musk in its short item published on October 1, 2026.20
Elon Musk2026-10-01 15:34:25Elon Musk outlines how xAI built data centers at unusually high speedElon Musk said xAI has been building data centers at a pace well above the industry average, laying out the methods behind that push. According to Techub News, which cited Crypto Briefing, the approach could set a new benchmark for development efficiency in global AI infrastructure. The report ties the strategy to broader competition in computing capacity and says it may affect the pace of model training. While no technical or financial details were disclosed in the brief, the focus was on execution speed and the possibility that xAI’s buildout model could influence how future AI infrastructure projects are planned and delivered worldwide.20
