Elon Musk sleeps at the construction site, going all out for AI infrastructure.
Musk's latest "palace" has been exposed —
It is an Airstream travel trailer located in Memphis, USA.
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That's right, Musk has moved into the construction site yet again. This time he is here to supervise the construction of the AI data center.
xAI, which has been merged into SpaceX, is ramping up the expansion of its supercomputing center Colossus —
This data center has already helped SpaceX secure multi-billion dollar external contracts from Google and Anthropic, giving a huge boost to SpaceX's trillion-dollar upcoming IPO.
Now, in the words of SpaceX President Gwynne Shotwell:
He does sleep on the factory floor. Right now he is in Memphis, helping to build the facility.
And right in this trailer, Musk hinted once again that Tesla and SpaceX are very likely to merge in the future.
Who knows what actions people will take?
Musk's "Production Hell" Now Comes to AI
Musk revealed his new residence during a live connection at the All-In Summit.
His sudden decision to live in a trailer was not a random whim.
This site has now become one of the most critical infrastructure bases for his entire AI empire.
Back in 2024, xAI started building the Colossus supercomputing cluster in Memphis, and once again set an astonishing "Musk record":
It took only 122 days to complete the deployment of 100,000 GPUs online;
Then it took another 92 days to double the scale to 200,000 GPUs.
Image source: SpaceX official website
A key change took place this February: SpaceX officially acquired xAI.
As a result, rockets, Starlink, X, Grok, and the rapidly expanding AI computing power infrastructure of xAI are all integrated into the same company.
In its IPO filing documents, SpaceX directly describes xAI as a core part of its "vertically integrated company", and clearly states that it will extend AI computing power from ground data centers all the way to space — this grand Musk-style narrative has directly pushed up SpaceX's pre-IPO market value significantly.
At present, the Colossus in Memphis is no longer just the data center originally built for Grok model training. It is becoming the most important test field for Musk's AI infrastructure roadmap.
According to the official SpaceX AI website, Musk's current goal is still to expand the overall scale of the Colossus system to 1,000,000 GPUs by the end of 2026. In addition, in July, Musk also announced that SpaceX AI will build the fourth data center Minihard in the Memphis area to further expand its existing facilities.
Musk has attached extremely high importance to projects he regards as "make-or-break", and there is more than one precedent for this...
When the Model 3 was stuck in production hell, he slept in the Tesla factory; after the acquisition of Twitter entered the so-called "code red" state, he moved into the Twitter headquarters.
Now, it is the turn of AI computing power.
But as AI is now a booming sector, Musk's treatment has been slightly improved: this time he at least has a travel trailer (doge).
Will Tesla and SpaceX Merge Eventually?
More interestingly, Musk's vertical integration will most likely not stop at SpaceX + xAI + X.
At the All-In Summit, Musk once again talked about deeper cooperation between Tesla and SpaceX, such as Terafab, which is targeted to become "the world's largest chip factory".
Tesla and SpaceX are cooperating to build a wafer fab in Austin. We have ordered all the equipment, and hope to produce some useful products by the end of next year.
Terafab's goal is to produce more than 1TW of computing hardware every year. Musk previously stated bluntly that the current global semiconductor production capacity is far from enough to support the future demand of Tesla + SpaceX + xAI.
So the host directly raised a sharp question: In that case, why do you still keep Tesla and SpaceX as separate entities?
Musk's reaction is like: That's a good question.
Although he did not answer directly, Musk did not deny the possibility:
Who can imagine what actions people will take after such close cooperation across so many fields?
There is no timetable, no defined transaction structure, and no promises made at all.
But anyone with a discerning eye can see that Tesla and SpaceX are indeed increasingly far from being two completely independent companies under Musk's control.
In addition to joining hands in chip manufacturing, Tesla completed a $2 billion investment in SpaceX in March this year, holding a stake of less than 1%.
Besides, in the first half of this year alone, SpaceX's purchase of Tesla Megapack brought Tesla $405 million in revenue.
It has long been a regular operation for Musk to allocate resources between his companies, and now with the more fundamental grand goal of AI, a larger-scale integration has been put on the table of the capital market.
SpaceX has already positioned itself as a "future infrastructure company" spanning space, communications and AI computing power. What's wrong with adding some Robo elements to it (doge)?
In this sense, Musk's move to live in a trailer this time has taken on a different meaning from his previous experiences of sleeping in factories.
Musk's business empire, which covers chips, power, data centers, and extends all the way to robots, space and future infrastructure, is continuously expanding outside the window of his travel trailer.
As for how many brand signs this empire will finally hang...
It is indeed a "Great question".
Reference Links:
[1]https://www.youtube.com/watch?v=iwBOQeFPAwg
[2]https://fortune.com/2026/09/15/elon-musk-airstream-trailer-memphis-xai-colossus-data-center-sleeping-factory-floor-twitter-tesla-production-hell
This article is from the WeChat official account "QbitAI", author: Yu Yang, published with authorization from 36Kr.