Tucked inside SpaceX’s pre-IPO S-1 filing are two project names most investors have never heard.
Macrohard is an agentic AI software platform, and Terafab is a vertically integrated chip fabrication initiative
Tesla is the partner on both. SpaceX disclosed that financial terms, intellectual property rights, and the ultimate term of the collaboration are not yet finalized, and that both projects are in very early stages. The underlying trend is the AI infrastructure buildout and the race to own the chip stack.
Several companies benefit, but exposure varies. I looked at three stocks to see who actually wins. Three Companies Betting on Vertically Integrated AI Compute Tesla (NASDAQ: TSLA) sells electric vehicles and energy products, but the AI roadmap is now central.