All 3232 headlines in chronological order — Page 58
Elon Musk’s Terafab Entering a Critical Preconstruction Phase (17 Apr 2026) Are There K‑12 Equivalents to ‘AI Colleges’? AI Anxiety Differences Between Men and Women · What Is the Role of Oil in Wars? Is an AI Takeover of USPS and UPS Imminent? ‘AI Colleges’ Are Genuine Disruptors: Impact in 2027-28 ·
ASML Stock in Focus amid U.S. Concerns Over China’s Access to EUV Technology · Ten Structural Traits That Define a Monopoly: Inside the Screen Behind the Strategy Shares Monopoly ETF (MPLY) Could Nvidia (NVDA) Be the Real Winner of the SpaceX IPO? One Analyst Thinks So · Elon Musk to Pitch $55B Terafab Dream at ASML Event Hours Before SpaceX IPO
Full video link: https://members.ffgrv.com/post/remote-viewing-terafab-inside-elon-musks-classified-ai-chip-facility?utm_source=youtube&utm_medium=organic&ut...
Trump also cited other foundry commitments in the same post: Nvidia agreed to build chips with Intel, and Elon Musk committed to Terafab — a chip manufacturing complex being built in Austin, Texas, as a joint venture between Tesla, SpaceX, and xAI, planned to use Intel's 14A process node.
So it’s hard not to read Megapod as another attempt to attach the Tesla story to the AI trade. We’ve seen the pattern: Dojo, then Dojo’s death, then Dojo3, then “space-based AI compute,” then the Terafab chip fab that we called desperate.
Not surprising. Tesla is its 5th generation (AI5) processor, currently manufactured by Samsung and TSMC. I suppose they imagine there are others that will want to use these for their own purposes. Musk is creating his own supply of chips for SpaceX at his TX Terafab.
Tan also discussed the Terafab wafer fab project with Elon Musk and Jensen Huang's $5 billion commitment to support the transformation. A concurrent JPMorgan report noted that the advanced packaging market is moving from a TSMC CoWoS monopoly toward a duopoly, with Intel's EMIB emerging as a credible second source, though its wafer manufacturing capabilities still lag behind TSMC.
Jensen Huang announces an Nvidia processor like the world has never seen before According to Nvidia CEO Jensen Huang, the new chip that... Honor MagicPad 4 is the thinnest Android tablet in the world Honor has introduced a new version of its already extremely... Intel is joining Musk’s Terafab AI chip factory project The Terafab project is getting a significant boost as Intel...
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. At the 2026 IEEE/JSAP VLSI Symposium, imec, ASML and TSMC demonstrated complementary 2D-material transistors (MoS₂ and WSe₂) at a 50nm contacted poly pitch on a 300mm wafer. That’s a world first. Using a single EUV exposure to print 28nm channels, 94% of the transistors switched correctly, marki
Intel Corporation(INTC.US) CEO Lip-Bu Tan aims for 10x returns within 5-10 years by focusing on advanced packaging, glass substrates, and new materials such as synthetic diamonds. He highlighted AI-driven growth in CPU demand and emphasized trust and yield in its chip foundry business. Collaborating with Elon Musk on the Terafab project, Chen believes Intel Corporation(INTC.US)’s true potential will emerge post-2030, extending beyond PCs into AI and edge computing markets.
In terms of resource and business cooperation, the two companies have long shared core assets, including engineering talent, and are currently co-developing a chip-manufacturing project named Terafab.
Intel is at the center of nearly every major deal: Apple: Lower-end iPhone, iPad, and Mac processors on Intel 18A-P · Tesla/SpaceX/xAI: Terafab, a $25 billion chip manufacturing facility in Austin using Intel’s 14A process
That hands Musk a big opportunity for marshaling a hugely overvalued stock to salvage great value for himself and the other Tesla owners. The SpaceX S-1 filing makes a big deal over the sundry areas of collaboration between the two companies. Those include partnering to develop digital workflows and their joint-ownership in the Terafab facility that plans to produce a gigantic one terawatt a year in compute hardware.
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.
The broader pattern here is the ... right now is almost entirely held by SpaceX — which controls the launch vehicle, the satellite bus, the chip roadmap through its Terafab joint venture with Tesla, and the AI workloads through the merged xAI entity....
On top of this, there are mountains of areas requiring further investment, such as the construction of a semiconductor plant called Terafab. The market is optimistic about Musk's AI drive. Goldman Sachs and Morgan Stanley, the underwriters of the SpaceX initial public offering (IPO), forecast that SpaceX's annual revenue will reach approximately $160 billion in 2028, driven by AI growth. ※ By subscribing to "Kim Ki-hyuk's Tesla World," you can easily grasp the future of
Wall Street remains cautiously positive: Tesla carries a Moderate Buy rating, with an average price target near $402 per share, suggesting only limited upside after a volatile year for TSLA. Oppenheimer’s Tim Horan highlights Tesla as an emerging “Physical AI” play, expecting capex to surge into AI infrastructure, Terafab factories and energy projects, which could support the stock into 2026 if execution matches the ambition.
Analysts note that shareholders can no longer isolate SpaceX’s core launch and satellite businesses from xAI’s AI operations, including its Grok chatbot and extensive data center build-out. Investor concerns are compounded by reports that demand for Grok has been weaker than anticipated, clouding near-term revenue visibility. At the same time, Musk’s broader AI ambitions – such as the proposed “Terafab” mega chipmaking initiative involving SpaceX, xAI, and Tesla – point to substantial additional
On the other hand, SpaceX and Blue Origin are going at it alone — the two companies are competitors, and it doesn’t look like they’re cooperating with each other to develop the technologies required for space-based AI compute. It even seems that the former is intent on vertical integration, with its new 11-million-square-foot (around 190 to 200 football fields) Gigasat factory and Musk’s TeraFab megaproject.
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?