Tech Industry SpaceX files for $55 billion semiconductor fab in rural Texas for Musk's Terafab · Desktops Apple quietly axes 128GB Mac Studio amid supply constraints and local AI frenzy · CPUs AMD posts record first-quarter results, driven by skyrocketing data center CPU demand ... Jensen saying ...
Tesla sits at the intersection of electric vehicles, energy storage, and software, and the push into heavy trucks and chips adds new dimensions to that mix. The Tesla Semi targets commercial freight customers looking at electrification, while Terafab focuses on supplying chips for both vehicles and robotics.
Intel is aggressively looking for external customers for its foundry business and recently announced a deal with Tesla for Terafab. Lip-Bu Tan, Chief Executive Officer of Intel, appears at an event organized by the company.
SpaceX will manage the initial phase of the larger-scale Terafab build. The motivation: Musk sees no path to sufficient AI chip supply at the volumes Tesla needs without making its own silicon.
On April 9, Intel's Foundry-branded chip manufacturing services scored a couple of massive wins. The unit signed a long-term partnership with Tesla (NASDAQ: TSLA), making Intel a founding partner of the upcoming Terafab chip-making facility. At the same time, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) committed to using Intel Xeon processors and jointly developed accelerators in Google Cloud's AI operations.
Design commitments from external customers are expected to begin in the second half of 2026. The partnership with Tesla, SpaceX, and xAI’s Terafab project, announced alongside these results, is the first major external signal that 14A is a production-credible target.
With Ranade becoming Intel’s permanent CTO after first taking on the role in December, his responsibilities will include the advancement of its technology strategy, the oversight of special technology projects like the Terafab initiative with Elon Musk, and the development of “critical emerging areas” such as quantum computing, neuromorphic computing, photonics and novel materials, according to Tan’s memo.
Musk himself signaled where this ... convergence.” Tesla and SpaceX announced a joint semiconductor fabrication facility in Austin called Terafab on the Gigafactory Texas campus, covering two advanced chip factories, with one ...
He sees orbit as prime for massive compute, unburdened by Earth’s limits. 100 terawatts dwarfs ground plans; his proposed SpaceX-Tesla Terafab chip plant targets one terawatt yearly, per Investor’s Business Daily.
Nvidia and AMD deepens Taiwan-US strategic economic ties Tomorrow's Headlines · May 5, 17:30 · Home Tech Semiconductors · Jack Wu, DIGITIMES Asia, Taipei May 4, 2026, 11:47 0 · Credit: AFP · Below are the most-read DIGITIMES Asia stories from the week of April 27-May 4, 2026: TeraFab is already changing the semiconductor landscape — before a single chip is made ·
xAI wants to lift utilisation to 50 per cent, with the fixes expected to land in infrastructure and software stack tuning rather than another round of shiny new GPUs. There is talk it could rent out chunks of its fleet, while it shifts future workloads towards systems better suited to agentic AI. Musk is still pushing the TeraFab idea, building in-house silicon under its “AI” family label and leaning on Intel’s 14A process for future xAI, SpaceX and other projects, assuming the code stops trippi
Third, and perhaps the most significant for the long term: Tesla CEO Elon Musk confirmed on Tesla's Q1 earnings call that Tesla will source Intel's next generation 14A manufacturing process at Intel's Terafab in Austin, Texas, to produce chips for Tesla's cars, robotics division, and yet-to-be-built SpaceX orbital data centers. Intel CFO David Zinsner told CNBC that he now expects advanced packaging to bring Intel billions of dollars per customer, up from hundreds of millions
Positive Sentiment: Reports highlight progress on Elon’s “Terafab” manufacturing initiative — faster, lower‑cost fabs could materially reduce vehicle and robot production costs over time if successful.
The TERAFAB initiative outlines an ambitious future where massive amounts of compute are shifted directly into orbit. These space-based datacenters, deployed alongside the ever-expanding Starlink satellite constellation, possess an absolute ...
It is reported that xAI plans to increase the level of GPU usage to 50%, but no specific timeframe has been mentioned. The key changes are expected to come from infrastructure improvements and software optimisation. In addition, the company is considering renting out some of its computing power to external customers. In the long run, Musk is betting on the TeraFab project, which involves the development of his own artificial intelligence solutions.
He first publicly detailed the lunar mass driver concept — describing it as a "cannon-like device using magnetic power" — during an xAI all-hands meeting in February 2026. By March 21, SpaceX had formally integrated electromagnetic mass drivers into its lunar roadmap under what has been referred to as "Project TERAFAB."
$TSLA added +3.21% as reports surfaced that Elon’s Terafab is moving at “light speed,” reinforcing the vertical-integration thesis even as the rest of AI hardware wobbled.
Intel and NVIDIA announced a historic partnership on infrastructure. New players like CoreWeave and Nebius partnering directly with chip providers and customers to deploy massive GPU clusters worldwide. Elon Mask is partnering with Intel to built his chip factory complex - Terafab.
XAI will likely offer rental services for its massive GPU fleet as it rolls over future workloads to hardware that drives the Agentic AI requirements. On that front, Musk is going all in on the TeraFab project, designing multiple in-house silicon ...