SpaceX Moves to Manufacture GPUs for AI Infrastructure | Let's Data Science

The effort is linked to joint work with **Tesla** and **xAI** on the Terafab complex in Austin, Texas, and comments from **Elon Musk** referenced Intel's `14A` node. The announcement signals deep vertical integration but leaves timelines, process ...

Tesla raises 2026 capex to $25 billion

Tesla plans to more than double its AI compute capacity in roughly six months. The company is also building a semiconductor research facility, referred to as a “Terafab”, in Austin, Texas, focused on chip design.

Intel Needed A Lifeline. It Just Got One — And It's Got Elon Musk's Name On It

Tesla Inc. CEO Elon Musk, speaking at the company’s first-quarter 2026 earnings call on Sunday, said that the company plans to use Intel Corp's next-generation 14A manufacturing process for chips at Terafab, the advanced AI chip complex he has envisioned in Austin.

Tesla selects Intel for 14A AI chips at Terafab Austin

Tesla just picked Intel to make its advanced AI chips at the upcoming Terafab facility in Austin, Texas. Announced by Elon Musk, this move makes Tesla the first big customer for Intel's new 14A chip tech, a major step for both companies.

Intel (INTC) Stock Surges 24% as Earnings Shatter Wall Street Expectations - CoinCentral

“By the time Terafab scales up, 14A will probably be fairly mature or ready for prime time,” Musk said. ... Intel also recently bought back a 49% stake in its Ireland chip fab from Apollo Global Management for $14 billion — a sign Tan is betting on the foundry business long-term. CFO David Zinsner told CNBC that advanced packaging — one of Intel’s genuine strengths — could bring in billions per customer.

Elon Musk's Terafab hiring push draws attention to pay levels

As Elon Musk's Terafab plan comes into clearer view, Tesla and SpaceX are stepping up efforts to secure semiconductor talent. Job postings include roles in California and Texas and specify demanding support requirements, with base pay ranging from $88,000 to $338,280 for some positions.

How Applied Materials’ 2nm AI Chip Tools Push (AMAT) Has Changed Its Investment Story - Simply Wall St News

To own Applied Materials, you need to believe its materials engineering strength will keep it central to AI focused chip manufacturing, even as export controls and spending swings remain key threats. The new 2 nm Gate All Around deposition tools and potential Terafab demand interest reinforce the near term catalyst of AI driven wafer equipment spending, but they do not remove the biggest risk around China related restrictions and customer concentration.