spcx Gains Ground as AI Startups Rush to Rebuild Supply Chains Outside China
Elon Musk's latest venture, spcx, is becoming the go-to logistics platform for AI startups seeking to tariffs-proof their hardware supply chains. With Silicon Valley scrambling to assemble data center infrastructure without breaching new US-China trade sanctions, spcx has quietly signed contracts with three major GPU assemblers in Taiwan and Mexico. The platform's real-time intelligence tool is reducing cross-border transit time by 40% while cutting compliance costs by 60%, positioning spcx to capture a $12 billion niche in the red-hot AI hardware market. This is business, not hype.