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 wo…

• @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/

• @charlesliang Charles Liang on x

  @elonmusk ... Denifinity is a game-changing vision. As a U.S. design and manufacture company Supermicro is excited to integrate our DCBBS speed with the Terafab scale. We've powered @xAI, @Tesla and Intel Cloud computing, now let's optimize the Datacenter Infrastructure

• @patrickmoorhead Patrick Moorhead on x

  $INTC is joining @elonmusk 's Terafab alongside @Tesla , @SpaceX , and @xAI .  ∙Intel contributes process technology and advanced packaging ∙Terafab targets 1 TW/year of compute for AI and robotics ∙This answers the biggest open question from the March 21 announcement: whose proc…

• @kevinsxu Kevin S. Xu on x

  Lip-Bu is a consummate dealmaker of the highest calibre He's had the most number of IPOs in his venture portfolio more than any VC, ever The entire market is still sleeping on it...

• @elonmusk Elon Musk on x

  Honored to work with Intel and Lip-Bu

• @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/

• @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.

• @beffjezos @beffjezos on x

  The American equivalent to TSMC is being birthed in front of our eyes

• @laurengoode Lauren Goode on x

  “Partnerships” are very very common in chip-making (and even more so now, because AI) but there's some intentional vagueness in “our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate...” Three big Q's https://x.com/...

• @michaelnicollsx Michael Nicolls on x

  Excited to work with @intel on Terafab!

• @elonmusk Elon Musk on x

  Looking forward to working with Intel on the Terafab!

• @edludlow Ed Ludlow on x

  Bloomberg Intelligence REACT to Intel/Terafab on @TheTerminal “Intel's involvement in Elon Musk's Terafab AI chip-manufacturing project is modestly positive for its foundry narrative and ecosystem relevance, but any financial upside is likely limited until the effort yields [imag…

• @robertgraham Robert Graham on x

  This has been the question since Musk's weird “Terafab” announcement. They can't possibly create their own leading edge process, but must instead work with a partner, the only choices being TMSC, Samsung, and Intel. Intel was the most likely choice. What this means is that

• @magicsilicon Pushkar Ranade on x

  Looking forward to an exciting partnership with @elonmusk and building Terafab together! [image]

• @benbajarin Ben Bajarin on x

  I feel even better about this knowing @magicsilicon was in the room and involved.

• @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 we…

• @jukan05 Jukan on x

  What the hell is even going on here?

• @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...

• r/wallstreetbets r on reddit

  Intel joins Musk's Terafab AI chip project to power humanoid, data center goals

• r/intel r on reddit

  Intel joins Musk's Terafab AI chip project to power humanoid, data center goals