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Elon Musk said he is open to renaming SpaceXAI to SpaceXSI, describing SpaceX as a “super intelligence company.” He also said SpaceX and Tesla are discussing possible TSMC involvement in Terafab, but neither a rebrand nor an agreement with TSMC has been confirmed.
Elon Musk has said he is willing to rename SpaceX’s AI-focused unit SpaceXAI to SpaceXSI, describing SpaceX as a “super intelligence company.” The naming change remains a possibility, not a confirmed rebrand; separately, Musk said SpaceX and Tesla are discussing potential cooperation with TSMC on Terafab, without announcing an agreement.
Musk’s October 3 post said the companies were having “just discussions” with TSMC, adding that “something may come of it.” The wording indicates talks, not a finalized arrangement. The reporting ties the possible SpaceXAI name change to President Donald Trump’s push for federal agencies to use “super intelligence,” or SI, in place of artificial intelligence, or AI.
Terafab is described as a planned semiconductor and computing project involving SpaceX and Tesla, aimed at supplying computing capacity for applications including Optimus robots, self-driving vehicles and space-based data centers. The project’s stated ambition is at least one terawatt of AI compute per year. That is a target, not a reported current output.
The account says construction of the first phase is underway in Grimes County, Texas, with an initial investment of $16.8 billion and a potential full buildout exceeding $100 billion. Intel joined the initiative in April 2026, with plans to contribute its 14A process technology and advanced packaging capabilities. TSMC’s possible role has not been specified by the companies.
A Bigger Role for TSMC in Terafab
Potential TSMC involvement matters because Terafab is an exceptionally capital-intensive effort, and a partnership could change how its chip capacity is financed, built or secured. The reporting says TSMC may be considering a Texas fab, with Terafab as a possible anchor customer through equity investment, purchase commitments, or both. Those possibilities are preliminary; no terms, facility decision or commitment have been announced.
A US-based manufacturing role could connect Terafab more closely to the broader effort to expand domestic semiconductor production. But building and operating advanced fabrication capacity takes substantial investment and time. Any TSMC participation would need to be understood through its actual commitments, technology contribution and production schedule, none of which has been disclosed for this proposal.
The proposed name change also links Musk’s corporate messaging to a terminology shift promoted by Trump. A change from AI to SI could affect how the companies describe their work, but a label alone does not establish new technical capabilities or a change in what the unit does. At present, the available information is Musk’s stated willingness to consider the name and his description of SpaceX.
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Trump’s SI Push and Terafab Plans
According to the report, Trump called on the US government on September 22 to replace the term artificial intelligence with “super intelligence,” shortened to SI. The account also says Trump announced a Super Intelligence Force initiative intended to connect the federal government with the wider industry. The details and remit of that initiative are not provided in the material available here.
Terafab is presented as a joint effort by SpaceX and Tesla to build semiconductor capacity for their anticipated computing needs. The reported uses include robotics, autonomous driving and data centers in space. The stated one-terawatt annual compute ambition and cost estimates describe the scale of the planned project, not completed facilities or available production.
Intel’s reported April 2026 entry offers one existing industry link: the company is expected to contribute its 14A process node and advanced packaging capabilities. TSMC is a separate, possible participant under discussion. The two companies’ roles should not be conflated, and the reporting does not establish that TSMC has agreed to build or operate a Texas facility for Terafab.
““SpaceX is a super intelligence company.””
— Elon Musk, in a post reported October 3, 2026
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No Rebrand or TSMC Deal Yet
There is no confirmation that SpaceXAI will be renamed SpaceXSI, when such a change might happen, or whether the name would apply to a specific unit or broader company operations. Musk’s description of SpaceX is a statement of his characterization, not an independent assessment of the company’s activities.
It is also unclear whether TSMC will participate in Terafab, what form any participation might take, or whether it is weighing a Texas factory for this project. No investment amount, purchase agreement, production plan or timetable has been announced. The figures for the project’s capital needs and annual computing goal are plans and estimates, not delivered results.
The details of the Trump administration’s Super Intelligence Force initiative are likewise not set out in the available account. Its membership, authority and practical relationship with technology companies remain unspecified.
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Watch for Formal Commitments
The next meaningful developments would be a formal statement from SpaceX or Musk confirming a name change, or an announcement from SpaceX, Tesla or TSMC setting out the Taiwanese chipmaker’s role in Terafab. Until then, the reported talks should be treated as exploratory rather than as a settled partnership.
Further details on Terafab’s construction, investment and production milestones would help show whether its stated capacity and cost ambitions are changing. Updates on Intel’s planned contribution and any government details about the Super Intelligence Force may also clarify how the project fits into the companies’ wider plans. No timetable for those announcements is available.
Source: Wccftech
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Key Questions
Has SpaceX officially changed SpaceXAI’s name to SpaceXSI?
No. Musk expressed willingness to consider the name, but no completed rebrand has been announced.
Has TSMC agreed to join Terafab?
No agreement has been confirmed. Musk described discussions with TSMC as preliminary and said something might come of them.
What is Terafab intended to do?
The project is intended to build semiconductor and computing capacity for uses including Optimus robots, self-driving cars and space-based data centers. Its reported target is at least one terawatt of AI compute annually; that is an ambition, not current output.
What is the Super Intelligence Force?
The report describes it as a Trump-announced initiative intended to connect the federal government with the wider industry on super intelligence. Further details about its structure and authority have not been provided.
Source: Wccftech
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