All 3232 headlines in chronological order — Page 28
Post-earnings analyst action on TSLA was mixed but centered on the same issue: whether Tesla can convert heavy spending into tangible progress. Mizuho and Cantor are optimistic on Tesla’s longer-term AI, robotics and autonomy opportunity, while Roth highlighted TeraFab’s importance to Optimus.
Right next to it, WIT TECH LLC, a shell company connected to Elon Musk, also purchased a one-acre parcel consisting of the river itself, including what appears to be a low dam. The deed explicitly references river pumps. State records show this pump station is capable of drawing up to 11,000 gallons of water per minute directly from the Navasota River and piping it into Gibbons Creek Reservoir, the same reservoir that sits at the heart of the proposed SpaceX Terafab site.
Ives treats Tesla as a physical AI platform. His thesis rests on long-term monetization of Full Self-Driving subscriptions and autonomous Robotaxi networks, vertical integration into internal “Terafab” chip production, engineering synergies with SpaceX, and Optimus scaling toward the guided 1M robots per year capacity at Fremont.
The stock nearly doubled from its late-April levels, driven by a series of transformative developments: the announcement of a foundry partnership with Tesla for Elon Musk's Terafab AI chip project, reports that Apple had agreed to manufacture ...
Terafab was announced by Musk back ... a massive, vertically integrated semiconductor manufacturing project that would provide all the chips the three companies needed for their AI initiatives without needing third-party companies...
“Well, I mean, as you can tell from all --- the many collaborations on so many fronts with SpaceX and there’s a lot --- there’s more and more overlap, especially with Terafab, that’s really going to be a gigantic project. So --- but obviously, we can’t talk about combining companies and that kind of thing on an earnings call.
Musk has mentioned the possibility of merging Tesla and SpaceX, citing overlapping projects like Starlink integration in Cybertrucks and a joint chip venture called TeraFab involving xAI, which is now reportedly a SpaceX subsidiary.
On the business side, Intel got a boost in April 2026 when Elon Musk said that Tesla will use Intel 14A for chips made in its planned Terafab AI complex in Texas.
We’ll leave that to the product, the launch announcement rather than try to squeeze it into an earnings call,” Musk said last Wednesday. Tesla Terafab set for launch: Inside the $20B AI chip factory that will reshape the auto industry
Tesla Terafab set for launch: Inside the $20B AI chip factory that will reshape the auto industry
Elon Musk’s massive Terafab project, which will be the first true conglomeration between each of his major entities, is set to get its final location soon, the CEO said on Tesla’s recent earnings call.
In the last earnings call, Tan said that the company remained “focused on the long-term objective of building a world-class wafer and advanced packaging foundry,” although it would take time. Advertisement|Remove ads. The company has, however, begun shipping its first products built on Intel 18A, its own semiconductor manufacturing process, and Intel Foundry also met key 18A and 14A milestones in the previous quarter. Moreover, under the new deal for the Terafab initiative, a semiconductor facil
Nvidia, Tesla and Hitachi are engaging with Intel across foundry trials, custom AI chips and industrial AI, while the planned Terafab project with SpaceX and Tesla targets 14A-based AI chip production at very large scale by 2027.
Tesla’s share count rose by roughly ... Tesla’s characterisation of 2026 as its biggest investment year yet across AI compute, its Austin chip fab, and the Terafab semiconductor project....
They expressed doubt about the company’s more ambitious bets — orbital data centers, the Terafab chip project, and a lunar economy — and flagged as an operational warning that SpaceX has already begun turning away Falcon 9 customers for launches after 2028 and stopped accepting new ...
Ex-Blue Origin workers say theirs are worthless.Exclusive: Elon Musk plans to pitch SpaceX's Terafab chip moonshot to employees at Europe's biggest tech companyThis tech exec sued Tesla over its Full Self-Driving promises — and wonExclusive: Stellantis CEO tells employees to channel Silicon Valley office culture as it prepares for 5-day RTOExclusive: The chip industry's most important company is cutting managers.
He noted that Tesla was struggling to ramp up production due to the newness of parts and the lack of an existing supply chain. That parts problem feeds a still larger ambition: TeraFab, Tesla's plan to build its own semiconductor plant combining logic, memory and advanced packaging under one roof — a project Nvidia's chief executive has said will be difficult to pull off.
Buoyed by its accelerating growth, Intel raised its 2026 capital expenditure budget from $18 billion to $20 billion and forecast elevated spending through 2027 to outfit its advanced manufacturing facilities. Tan has since secured multibillion-dollar investments from Nvidia and SoftBank, and announced plans to work with Elon Musk on his “Terafab” manufacturing project, all while pursuing company-wide cuts.
Terafab was announced by Musk back in March and was essentially a massive, vertically integrated semiconductor manufacturing project that would provide all the chips the three companies needed for their AI initiatives without needing third-party ...
Optimus, chips and the widening bet The spending extends well beyond robotaxis. Tesla is pursuing Terafab, a chip manufacturing project shared with SpaceX and xAI, which Musk described as a dependency for Optimus.