Tesla Ropes In Intel Veteran To Lead Elon Musk’s Ambitious Terafab Project · Anan Ashraf·9m ago · ABVX Stock Clocks Best Day In 11 Months On Analyst Upgrades After Fresh Data Eases Drug Safety Concerns · Anan Ashraf·18m ago · SpaceX Is ‘Much More Of An AI Play’ Than A Space Company, Says Dan Ives — Here’s The Bull Case ·
Tesla Ropes In Intel Veteran To Lead Elon Musk’s Ambitious Terafab Project · Anan Ashraf·1h ago · ABVX Stock Clocks Best Day In 11 Months On Analyst Upgrades After Fresh Data Eases Drug Safety Concerns · Anan Ashraf·2h ago · SpaceX Is ‘Much More Of An AI Play’ Than A Space Company, Says Dan Ives — Here’s The Bull Case ·
Tesla Ropes In Intel Veteran To Lead Elon Musk’s Ambitious Terafab Project · Anan Ashraf·2h ago · ABVX Stock Clocks Best Day In 11 Months On Analyst Upgrades After Fresh Data Eases Drug Safety Concerns · Anan Ashraf·2h ago · SpaceX Is ‘Much More Of An AI Play’ Than A Space Company, Says Dan Ives — Here’s The Bull Case ·
Tesla Ropes In Intel Veteran To Lead Elon Musk’s Ambitious Terafab Project · Anan Ashraf·2h ago · ABVX Stock Clocks Best Day In 11 Months On Analyst Upgrades After Fresh Data Eases Drug Safety Concerns · Anan Ashraf·2h ago · SpaceX Is ‘Much More Of An AI Play’ Than A Space Company, Says Dan Ives — Here’s The Bull Case ·
Tesla Ropes In Intel Veteran To Lead Elon Musk’s Ambitious Terafab Project · Stocktwits · ABVX Stock Clocks Best Day In 11 Months On Analyst Upgrades After Fresh Data Eases Drug Safety Concerns · Stocktwits · SpaceX Is ‘Much More Of An AI Play’ Than A Space Company, Says Dan Ives — Here’s The Bull Case ·
This happened one week before Grimes County commissioners voted on June 4th to approve a 100% tax abatement for the SpaceX Terafab project, a deal worth up to $119 billion.
What competitive concerns will TSMC address on the earnings call? UBS expects management to address Samsung Foundry, Intel 18A, and Terafab as potential second-source alternatives that customers are evaluating.
Intel joined the Terafab project alongside SpaceX, xAI, and Tesla. Hyperscalers are realizing that relying on a single island for over 90% of advanced chip fabrication is an unsustainable operational risk.
In this context, Intel's cooperation with Tesla and SpaceX, initiated by Elon Musk, is of particular importance. The Terafab project in Texas and plans to use the Intel 14A process technology have become key drivers of the stock growth.
UBS analysts noted that a higher commitment to capital spending is essential to reducing customer concerns about limited production capacity and the need to diversify suppliers. While competitors such as Samsung Foundry, Intel, and Terafab continue investing in semiconductor manufacturing, UBS believes TSMC remains well positioned to maintain its technology leadership.
Intel jumped 10% after Trump announced a partnership with Apple to design & build chips in the US, the latest in a series of wins (following Nvidia & Musk’s Terafab deal) that have lifted Intel 464% in 12 mo to a $609B market cap (here)
SpaceX plans to build its own AI chips through a factory called Terafab, partnering with Tesla and Intel · SpaceX has outlined plans to build AI data centers in orbit, using technology already developed for its Starlink satellite network.
Separately, Musk highlighted over the weekend that SpaceX's Grok 4.5 AI model is being deployed across both Tesla and SpaceX, underscoring deepening operational integration between the two companies. The firms are collaborating on AI development using unused Tesla compute capacity and are jointly building a semiconductor manufacturing facility called TeraFab.
Noun Dubbed the Terafab, this breathtakingly ambitious project will be a joint collaboration between Musk’s companies (SpaceX, xAI, Tesla) and semiconductor stalwart Intel. — Rob Toews, Forbes.com, 22 June 2026 By late Saturday afternoon, indie-rock stalwarts the Slip took the Echo Stage with Joe Russo on drums in place of Andrew Barr, who was unable to make the set.
In February this year, SpaceX acquired ... Tesla called Terafab, entering the chipmaking sector. Kallo noted that both companies share common needs for scaling operations, and a merger would allow them to 'mutually benefit from greater scale.' The core challenge of any merger lies ...
Whether Terafab ultimately lands ... the trajectory is unambiguous: private capital is now chasing AI infrastructure at a magnitude the existing power grid was never engineered to support....
Host: The simplest argument against Terafab and Intel's foundry competitiveness is labor costs and feasibility of domestic manufacturing. What's the logic behind your decision to double down on foundry?