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Elon Musk has indicated he is willing to rename SpaceX’s AI-focused unit SpaceXSI, following President Donald Trump’s call to use “super intelligence” instead of “artificial intelligence.” Musk also said SpaceX and Tesla are discussing possible cooperation with TSMC on Terafab, but neither a rebrand nor a TSMC deal has been confirmed.
Elon Musk said he is willing to rename SpaceX’s AI-focused unit SpaceXAI to SpaceXSI, adopting President Donald Trump’s preferred term “super intelligence,” while also saying SpaceX and Tesla are in discussions with TSMC about the Terafab project. Neither a new company name nor an agreement with the chipmaker has been announced, so both developments remain proposals rather than completed changes.
Musk’s comments, reported by Wccftech on October 3, followed Trump’s September 22 directive to replace “artificial intelligence” with “super intelligence,” or SI, in US government usage. Musk said SpaceX is “a super intelligence company” and expressed willingness to change the unit’s name. His wording indicates openness to a rebrand, not confirmation that SpaceX has formally adopted SpaceXSI.
Musk also said SpaceX and Tesla are speaking with TSMC about possible involvement in Terafab. He characterized the contact as discussions, adding, “Just discussions, but something may come of it.” Wccftech reported that preliminary accounts describe TSMC as considering a Texas fabrication plant, potentially supported by Terafab as an anchor customer through an equity investment, purchase commitments, or both. Those arrangements have not been confirmed by the companies.
Terafab is described as a joint project of SpaceX and Tesla intended to produce at least one terawatt of AI compute per year for applications including Optimus robots, self-driving vehicles and space-based data centers. Wccftech reported a first-phase site in Grimes County, Texas, with an initial investment of $16.8 billion; the eventual full buildout could cost more than $100 billion. Intel joined the initiative in April 2026, according to the report, with plans involving its 14A process and advanced packaging.
Why Musk Is Rebranding SpaceXAI to SpaceXSI
Elon Musk says he is open to adopting “super intelligence” in SpaceX’s AI unit name, while SpaceX and Tesla discuss possible Terafab cooperation with TSMC. Both remain unconfirmed.
A name change and a chip question
Musk’s comments point to possible next steps. They do not confirm a rebrand, a fab, or a partnership.
SpaceXAI → SpaceXSI?
Musk said he is willing to rename SpaceX’s AI-focused unit to reflect “super intelligence.” No formal company announcement or effective date has been reported.
TSMC and Terafab
SpaceX and Tesla are speaking with TSMC about possible involvement. Musk described the contact as “Just discussions.”
Compute at scale
Terafab is described as a SpaceX–Tesla project targeting at least one terawatt of AI compute annually for robots, vehicles, and space data centers.
Political language meets corporate identity
The naming comment followed a White House terminology push; it does not itself establish a policy or business change.
“Super intelligence”
President Donald Trump called for government usage to shift from “artificial intelligence” to “super intelligence,” or SI. The administration also announced a proposed Super Intelligence Force, described as a channel between government and industry. Its membership, authority, and operating plans were not detailed in the account.
SpaceXSI remains a possibility
Musk described SpaceX as a “super intelligence company” and said he was willing to change the unit’s name. No filing, new branding, or change to products and operations has been confirmed.
Big targets, big capital needs
Figures are reported plans and estimates. The target capacity is not current production.
From conversation to commitment
Formal announcements would clarify whether these ideas are moving toward execution.
Name decision
SpaceX confirms or declines SpaceXSI and states an effective date.
Partner terms
Companies define any investment, ownership, or purchase commitments.
Build details
Location, fab role, capacity, financing, and production timing emerge.
Operating proof
Progress updates show whether planned compute becomes manufacturing output.
What is known—and what is not
Reported proposals and targets should not be read as completed changes or operating capacity.
Has SpaceX officially changed the name?
No. Musk indicated he is willing to make the change; no formal rebrand or date has been announced.
Is there a TSMC–Terafab deal?
Not confirmed. Musk said the companies are discussing possible cooperation. No investment or production commitment is public.
What is Terafab intended to do?
Target at least one terawatt of AI compute annually for applications including Optimus robots, self-driving vehicles, and space-based data centers.
What is Intel’s reported role?
Wccftech reported Intel joined in April 2026, with plans involving its 14A process and advanced packaging. A production schedule was not provided.
What remains unknown about TSMC?
Whether it would build or operate a Texas fab, invest, commit to purchases, or take another role—and on what timeline.
Could TSMC change existing chip supply?
The report does not establish that a TSMC role would change Nvidia’s reported relationship with SpaceXAI or other supply arrangements.
A Name Change and a Chip Supply Question
The possible rebrand would align SpaceX’s AI identity with the terminology Trump is promoting, but the immediate development is a statement of willingness, not a corporate filing or announced launch. The distinction matters: a public description of SpaceX as a “super intelligence company” does not establish that its products, research, or business operations have changed.
The TSMC discussions could have more direct implications for Terafab’s scale and financing. A new Texas fab, if pursued, might add manufacturing capacity and give TSMC a role alongside Intel. But it could also add to the project’s already substantial capital needs. No investment, production commitment, or construction schedule involving TSMC has been confirmed.
For readers following the semiconductor supply chain, the prospective arrangement raises questions about where advanced chips will be made, who pays for capacity, and how customers secure supply for AI systems. Wccftech also noted that Nvidia’s GPUs are manufactured by TSMC and described Nvidia as having an exclusive role in SpaceXAI’s compute infrastructure. The report does not establish that a TSMC-Terafab arrangement would change that relationship.
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Trump’s SI Push and Terafab Plans
Trump’s September 22 move to call AI “super intelligence” provides the immediate backdrop to Musk’s naming comment. The administration has also announced a proposed Super Intelligence Force, described as a channel between the federal government and industry. The available account does not detail the initiative’s membership, authority, or operating plans, and the announcement alone does not establish a regulatory change for private companies.
Terafab is presented as a large-scale effort to supply computing capacity for products and infrastructure linked to Tesla and SpaceX. Its stated target of at least one terawatt of compute annually is an ambition, not evidence that this capacity is already operating. The project is reported to be under construction in Grimes County, Texas, and to have an initial planned outlay of $16.8 billion. Wccftech says the full project could exceed $100 billion, underscoring why additional partners or customers might matter.
Intel’s reported participation dates to April 2026 and centers on its 14A process technology and advanced packaging. TSMC’s role, by contrast, remains under discussion. The report points to the higher cost of producing wafers at TSMC’s Arizona facilities compared with Taiwan, but that comparison does not establish the cost or design of any potential Texas project.
“SpaceX is a super intelligence company.”
— Elon Musk
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No Rebrand or TSMC Deal Confirmed
It is not clear whether SpaceX will formally rename its AI-focused unit, when any change might take effect, or whether the company has begun changing branding or corporate records. Musk’s comments establish that he is open to the idea, not that a decision has been made.
The scope and outcome of the TSMC discussions are also unknown. There is no confirmed agreement on a Texas fab, TSMC investment, purchase commitments, ownership structure, production capacity, or schedule. The reported options are preliminary possibilities, not settled terms. Details about Terafab’s construction progress, final cost and delivery timetable were not provided.
The published account does not include direct statements from TSMC, Tesla, SpaceX or Intel confirming the potential arrangements. It also does not clarify how a TSMC role would relate to Intel’s reported participation or to existing chip-supply arrangements. The project’s targets and estimates should not be mistaken for achieved manufacturing capacity.
Terafab semiconductor manufacturing equipment
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Watch for Formal Project Commitments
The next concrete indicators would be an official SpaceX announcement or documentation confirming a name change, and statements from SpaceX, Tesla or TSMC that define any Terafab partnership. If the companies reach an agreement, details such as investment, ownership, customer commitments, fab location and production timing would show whether the current discussions have advanced.
Further updates on the Texas site, Intel’s role and the project’s financing would also help establish the likely scale and timeline. Until those details are disclosed, the SpaceXSI name and TSMC participation remain possibilities rather than confirmed developments.
Source: Wccftech
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Key Questions
Has SpaceX officially changed SpaceXAI’s name to SpaceXSI?
No. Musk indicated he is willing to make the change, but no formal rebrand or effective date has been announced.
What did Musk say about TSMC and Terafab?
He said SpaceX and Tesla are discussing possible cooperation with TSMC and stressed that the talks are only discussions. No deal has been confirmed.
What is Terafab intended to do?
It is described as a SpaceX-Tesla project aiming to produce at least one terawatt of AI compute annually for uses including robots, self-driving vehicles and space-based data centers. That figure is a stated target, not current output.
What role has Intel reportedly taken?
Wccftech reported that Intel joined Terafab in April 2026, with plans involving its 14A process node and advanced packaging. The report does not provide an updated production schedule.
What remains unknown about a possible TSMC partnership?
Whether TSMC will build or operate a Texas fab, invest in Terafab, commit to purchases, or take another role remains unclear. No terms or timeline have been announced.
Source: Wccftech
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