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.

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Tesla officially raises price of FSD by as much as 50%

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 ...

How to put your Tesla in Neutral for automated car washes

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 ...

Tesla Acceleration Boost: A Complete Guide

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 ...

Tesla Model S Steering Wheel Will Work Using Steer By Wire

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 ...

Intel Stock: Donald Trump Says U.S. Is Up Over $30B as INTC Hits New All-Time High

Intel also joined Elon Musk’s Terafab chip complex in Austin. Tesla has signaled plans to use Intel’s forthcoming 14A manufacturing process for future vehicles and robots. The company reported 90% yield rates for its EMIB packaging technology, a manufacturing benchmark watched closely as demand for advanced chip packaging rises across the semiconductor sector.

Inside Elon Musk’s Terafab

Intel’s own materials on advanced packaging underline how much of modern compute capability now depends on combining multiple dies within a single package. Performance, bandwidth, thermals, and density increasingly depend on packaging and integration choices rather than on logic scaling alone. That is one reason the repeated pairing of “logic, memory, and packaging” in the Terafab discussion is significant.

Terafab, Musk's plan that worries the industry before manufacturing a chip | Cloud News

Terafab, if it progresses, would align with this agenda—more local manufacturing, less dependence on Taiwan, greater integration among end customers, chip design, foundries, and packaging. But political alignment alone isn’t enough. Manufacturing cutting-edge chips requires EUV equipment, specialized materials, gases, masks, talent, intellectual property, statistical control, high yields, and a supply chain that can’t be improvised.