Report: SpaceX Weighs Making Its Own Fiber-Optic Cables

SpaceX is reportedly considering making its own fiber-optic equipment for its Starlink internet service, according to an expert interview published on the WK Substack. The report has not been independently confirmed.

If accurate, the move could extend an approach SpaceX used in its rocket business: bringing more production in-house to reduce costs. The source report says the company may apply a similar strategy to Starlink and potentially to data centers, though it does not detail any plans or decisions for those businesses.

The report also says SpaceX is interested in securing alternative procurement routes for optical transceivers. It links that interest to US-China tensions and restrictions affecting Chinese products, but does not specify suppliers or procurement arrangements.

Wccftech’s report cites the WK Substack interview as its basis. Its headline also mentions a plan to reserve 60% of 10GW of planned AI compute for internal use; the provided report summary does not give further details about that claim.