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Intel says it will join Elon Musk's Terafab AI chip complex project along with SpaceX, xAI, and Tesla to help produce processors for robotics and data centers

Intel (INTC.O) said on Tuesday it would join Elon Musk's Terafab AI chip complex project along with SpaceX, Tesla (TSLA.O) and xAI.  —  Last month, Musk said his rocket company SpaceX …

Reuters Deborah Sophia

Discussion

  • @intel @intel on x
    Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology. Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab's aim to produce 1 TW/year of compute to power [imag…
  • @lipbutan1 Lip-Bu Tan on x
    Elon has a proven track record of reimagining entire industries. This is exactly what is needed in semiconductor manufacturing today. Terafab represents a step change in how silicon logic, memory and packaging will get built in the future. Intel is proud to be a partner and work
  • @benbajarin Ben Bajarin on x
    Putting Terfab into perspective. Based on stated goals: 1GW of compute requires about 50kwpm of logic, 140kwpm of DRAM, ~30kwpm of NAND, and ~35 kwpm of CoWoS (advanced packaging). That translates to about $30bn of WFE per 1GW produced monthly. Terfab would be a top 3 WFE
  • @benbajarin Ben Bajarin on x
    Details are scant on exactly what Intel is providing for Terafab. Could be equipment, IP, know-how, etc. And while we will watch to see what revs show up long term, the bigger point here is validation for Intel Foundry technology.
  • @himanshustwts Himanshu on x
    this deal was supposed to happen because the demand story is quietly insane. > Optimus at 10M units/year = 20M chips = 6x Tesla's entire current auto chip demand > add Cybercab + add Grok training + add SpaceX's million orbital data center satellites. Intel might be the only
  • @tesla @tesla on x
    Intel is joining Terafab! Tesla, @xAI and @SpaceX are launching the most epic chip-building effort ever - combining logic, memory & advanced packaging under one roof https://terafab.ai/
  • @spacex @spacex on x
    Intel is joining Terafab! SpaceX, @xAI, and @Tesla are launching the most epic chip-building effort ever - combining logic, memory, and advanced packaging under one roof → https://terafab.ai/
  • @jukan05 Jukan on x
    What the hell is even going on here?
  • r/wallstreetbets r on reddit
    Intel joins Musk's Terafab AI chip project to power humanoid, data center goals
  • @elonmusk Elon Musk on x
    Honored to work with Intel and Lip-Bu
  • @beffjezos @beffjezos on x
    The American equivalent to TSMC is being birthed in front of our eyes
  • @alex_intel_ Alex on x
    Wow Didn't see this coming lol Tesla got their partner for IP
  • @niedermeyer.online E.W. Niedermeyer on bluesky
    turns out america's real renewable resource was muppets for elon  —  www.reuters.com/business/aut...