SpaceX admits it can't find enough chips for orbital AI yet, requires 'significantly more than are currently available to us' — firm's risk factors in IPO paperwork also says ambitious TeraFab project may not be successful

SpaceX said in its IPO filing that it cannot source enough AI chips to fully scale its orbital AI plans.

The company depends on purchase-order supply from a limited set of vendors, underscoring a major chip-supply constraint.

SpaceX said its proposed TeraFab in Texas could help ease the shortage, but the project may fail.

Tesla and Intel are not committed to remain involved, adding more uncertainty to the semiconductor strategy.