Reuters reviewed an excerpt of this document, and spotted that SpaceX lists "manufacturing our own GPUs" under its "substantial capital expenditures."Now, you and I think of a very distinct, game-ready thing when we hear the term 'GPU', but I suspect SpaceX's plans don't fully fall upon the same page. The odds are these chips will be more specifically geared towards some sort of AI workload, not unlike Google's tensor ​processing units (or TPUs, if you were hankering for yet another hardware initialism). It's not yet clear exactly how much cash SpaceX might be pouring into this hardware endeavor, but it's hardly a surprising development given Musk's recent team up with Intel.

This partnership will see Intel "design, fabricate, and package ultra-high-performance chips at scale" in order to "accelerate Terafab’s aim to produce 1 TW/year" in compute power. For those that need the refresher, the Terafab project is an advanced AI chip manufacturing complex planned to be built in Austin, Texas. The massive project currently intends to handle chip fabrication, packaging, and testing.

It is a megazord effort between SpaceX's xAI unit and Tesla, though it's not yet clear the exact type of chips this fab will produce.(Image credit: Intel)Most recently, Musk said in an earnings call that Terafab will "use Intel's 14A process, which is state-of-the-art and in fact not yet totally complete. But given that by the time Terafab scales up, 14A will be probably fairly mature or ready for prime time, 14A seems like the right move."To return to SpaceX's GPU plans, it's currently unclear whether a partner such as Intel will fabricate these, or the company will look elsewhere. It's kind of a weird time to announce any fresh hardware venture, especially as GPU giant Nvidia's main manufacturing partner TSMC has its hands very full and many other production lines are similarly fit to busting.

Perhaps unsurprisingly then, SpaceX admits in that aforementioned S-1 registration that it does not "have ​long-term contracts with many of our ​direct chip suppliers." The document continues, "We expect to continue sourcing a significant portion of our compute hardware from third-party suppliers, and 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."That's probably not the most attractive prospect for investors, but time can only tell whether SpaceX and its GPU efforts entices some sharks.