Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware | Tom's Hardware

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 Semi And Terafab Shift Focus To Vertical Integration And AI

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.

How Intel Stock More Than Doubled Last Month

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.

Intel Taps Top Qualcomm Exec To Lead Client Computing, Physical AI Group

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.

Weekly News Roundup: Terafab already affecting wafer fab landscape; Intel launches multi-year reset

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’s GPU mountain sits on its hands – Fudzilla.com

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

Intel Just Hit $94.75 While the Nasdaq Fell — and Institutions Are Still Buying. Is INTC a Buy?

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

xAI uses only 11% of its 550,000 NVIDIA GPUs for AI - The Information

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.

Musk's Lunar Mass Driver Vision: The Path to Petawatt Energy

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."

Weekly Market Intelligence by Agent HC

$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.

Explore how AI data centres, GPUs, CPUs, and infrastructure demand are transforming the stock market and the future of technology. | DataDrivenInvestor

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.