Google reportedly in talks with SpaceX to launch its orbital data centers — partnership could mark a historic turning point and boost upcoming IPO | Tom's Hardware

Tech Industry New AI data center in Utah will generate and consume more than twice the amount of power the entire state uses · Artificial Intelligence Google's DeepMind to train AI on player actions in quarter-million-player MMORPG Eve Online · Tech Industry SpaceX files for $55 billion semiconductor fab in rural Texas for Musk's Terafab...

Tesla’s AI Chip Pivot Reshapes Valuation Story For NasdaqGS TSLA

Tesla (NasdaqGS:TSLA) has outlined a Terafab semiconductor facility in Texas focused on AI and autonomy chips. The company is working with SpaceX and Intel on advanced chip production to support self-driving and AI workloads.

Why MU, INTC, MRAM Shares Hit 52-Week Highs Today

Intel stock jumped on reports of a preliminary agreement with Apple (AAPL) to manufacture some of the chips used in its devices, marking a breakthrough for Intel’s foundry ambitions. The speculation comes after Intel joined Tesla Inc.’s (TSLA) Terafab project in April.

Intel Stock Surges 3.62% to $129.44 on Apple Deal Hopes and AI Momentum

Beyond Apple, Intel has forged ties with Elon Musk's xAI, Tesla and SpaceX through the Terafab super-chip project. It repurchased full control of its Fab 34 facility in Ireland for $14.2 billion, a move seen as a vote of confidence in its ...

Tesla Giga Texas buzzing as new Cybertruck appears to enter production

This facility forms a central element of Tesla’s broader North Campus expansion at Giga Texas. The project will add more than 5.2 million square feet of new industrial space. It sits alongside other advanced developments, including a Terafab for next-gen AI chips.

SpaceX's $55 Billion Terafab Project Sparks Caution Among Wall Street Analysts

On May 11, 2026, news broke about Elon Musk's ambitious Terafab project, which could significantly benefit Intel Corp (NASDAQ: INTC) and various chip equipment companies. According to Wedbush, SpaceX plans to invest $55 billion into a proposed semiconductor manufacturing project in Texas, with total costs potentially reaching $119 billion if expansion phases proceed.

Elon Musk's Terafab plan could boost Intel and chip equipment firms

What makes the story especially interesting for Intel is the reported plan to use the company's future 14A manufacturing process. If that relationship ultimately materializes, Wedbush believes it could represent a meaningful validation of Intel's foundry ambitions at a time when the company is fighting to prove it can compete again in advanced chip manufacturing.

Elon Musk Announces xAI Will Become SpaceXAI Division - Not a Tesla App

The existing xAI logo will likely be phased out, and a new SpaceXAI logo, which conveniently still has the xAI letters in the name, will be designed and presented. The formation of SpaceXAI consolidates both hardware and software resources into a single entity. With the ongoing development of the $119 billion TERAFAB semiconductor fab and the new capabilities of the upcoming Starship V3, SpaceX is rapidly evolving beyond a traditional launch provider with an internet side business.