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Tesla and SpaceX are also collaborating on Terafab, a $55 billion chip-building megafactory that aims to produce chips for SpaceX's orbital data centers as well as Tesla's robotaxis and robots.
Dan Nystedt / @dnystedt: President Trump on Truth Social: -Apple now working with Intel to design and build its chips in the US. -Nvidia also working with Intel -Elon Musk's TeraFab designed with Intel, using Intel tech.
Trump has just taken a victory lap of sorts by touting Intel's rapidly expanding orderbook, which now apparently includes such august customers as NVIDIA, Elon Musk's Terafab project, and Apple, going on to boast about the U.S.
To handle the 60% to 70% inference load, they are building massive new facilities like the Gigasat factory in Bastrop, Texas, and the 100-million-square-foot Terafab chip plant just to mass-produce 70-meter orbital nodes. Instead of replacing terrestrial data centers, SpaceX is adding an orbital inference network on top of a massive terrestrial training footprint.
Both parties are also advancing the Terafab chip factory project, which is reportedly valued at $55 billion and aims to provide chip production capacity for SpaceX’s orbital data centers, as well as Tesla’s Robotaxi and robotics businesses.
The two companies are also jointly developing "Terafab," a $55 billion chip manufacturing facility in Austin, Texas, co-built with Intel, which will produce semiconductors for AI, robotics, and space systems.
Now moving forward, Intel's current CEO, Lip-Bu Tan, has made it his goal to turn Intel Foundry into a state-of-the-art facility for producing chips in America. This is why Elon Musk found confidence in 14A and Intel's technologies for his TeraFab, and others are lining up, too.
"Next, Elon agreed to build his TerraFab, the largest Chip Factory in the World, designed together with Intel's Technology team."The Terafab project is the first major outside commitment for Intel's capital-intensive foundry business, which ...
He confirmed that NVIDIA now holds ... collaboration with Elon Musk's Terafab project. Tan also predicted Intel will reach competitive parity with TSMC by 2030-2032 and said ......
Trump also claimed credit for brokering ... planned TeraFab, framing it as part of a broader push to rebuild US chip manufacturing. The US government holds a 10% stake in Intel, taken last year, now reportedly worth well over $50 billion. Traders will be watching for official confirmation from Apple and Intel, plus details on production timelines and which chips are actually ...
"Next, Elon agreed to build his TerraFab, the largest Chip Factory in the World, designed together with Intel's Technology team," he added. The Terafab project represents the first major outside manufacturing commitment for Intel's capital-intensive foundry business, which previously produced chips exclusively for its proprietary products.
Export controls have blocked China from EUV technology and forced it toward architectural and systems-level workarounds rather than parity with TSMC or ASML-enabled manufacturing. Terafab would add another potential mega-customer for ASML at a moment when its 2026 revenue guidance already stands at €36–40bn ($41bn–47bn), driven by rising AI-related demand from existing clients.
JUST IN: Elon Musk's Terafab is ... designed together with Intel's technology team. Terafab is a giant chip plant from Tesla and SpaceX, acturing partner....
Elon Musk unveils Terafab, a massive $55 billion investment in partnership with ASML, aiming for total dominance in AI and robotics semiconductor manufacturing.
He also discusses his strategy to strengthen Intel’s balance sheet by welcoming investments from Jensen Huang’s Nvidia, Softbank, and the US government. Tan also shares his product roadmap that centers the CPU for agentic AI and inference, the collaboration with Elon Musk on Terafab, his investing framework for semiconductors, and his views on how AI is reshaping design and operations at, as he puts it, a ‘legacy spreadsheet’ tech company.
Additionally, Musk’s two companies are already deeply intertwined through shared semiconductor fabrication at their joint TERAFAB facility in Austin, cross-company supply chain transactions, and Tesla’s $2 billion investment in xAI prior to the SpaceX-xAI merger.
“As long as supply capacity is not a bottleneck, new projects represent opportunities. Therefore, we must ensure this issue is properly addressed. Terafab is a prime example of a large-scale wafer fab project.”
Fouquet reframed the orbital data center discussion: it’s not about more compute — it’s about accessing energy where it’s available. The bottleneck is Layer 1 (Energy), not Layer 5 (Compute). ... Musk’s Terafab and Korean DRAM mega-fabs both represent “million wafer” scale.
According to the executive statement, Nvidia has already committed to manufacturing its first-level chips using Intel’s facilities. Furthermore, Elon Musk has partnered with Intel’s engineering team to develop “TeraFab,” which is slated to become the largest chip manufacturing facility in the world.
ASML Holding NV Chief Executive Officer Christophe Fouquet said the chip equipment maker has to make sure it doesn’t experience supply constraints when servicing new projects such as Elon Musk’s Terafab.