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
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Discussion
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@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…
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@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
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@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
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@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.
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@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
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@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/
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@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/
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@jukan05
Jukan
on x
What the hell is even going on here?
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r/wallstreetbets
r
on reddit
Intel joins Musk's Terafab AI chip project to power humanoid, data center goals
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@elonmusk
Elon Musk
on x
Honored to work with Intel and Lip-Bu
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@beffjezos
@beffjezos
on x
The American equivalent to TSMC is being birthed in front of our eyes
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@alex_intel_
Alex
on x
Wow Didn't see this coming lol Tesla got their partner for IP
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@niedermeyer.online
E.W. Niedermeyer
on bluesky
turns out america's real renewable resource was muppets for elon — www.reuters.com/business/aut...