Terafab
Stories from Terafab come first, newest first, then stories from connected topics (Tesla, Elon Musk, Hub: Musk Companies, SpaceX, AI Chips & Compute, Semiconductors), each labelled with where it comes from. This view is not indexed by search engines.
Musk Sets ‘Very Aggressive’ Terafab Dates and a 13GW SpaceX Compute Goal
Musk says SpaceX expects about 3GW of compute by year-end and 10GW more in 2027, with a first Terafab test chip by mid-2027. All are targets.
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NVIDIA GTC 2026: The 1 Trillion Bet on AI Inference
NVIDIA GTC 2026: The $1 Trillion Bet on AI InferenceJensen Huang doubled NVIDIA's revenue forecast in four weeks. The message is clear: the AI race has shifted...
Who Wins If Teslas Terafab Succeeds? The Investment Playbook
Who Wins If Tesla's Terafab Succeeds? The Investment PlaybookTesla's Terafab launches March 21. If Elon Musk pulls off a $10 billion chip factory, the winners won't just...
Teslas Terafab: Elon Musks 10 Billion Bet on AI Chip Independence
Elon Just Declared War on NvidiaTesla's Terafab launches in 7 days. It's a $10 billion factory that could break Nvidia's chokehold on AI. Here's why the entire...
Musk Says ‘No’ to Report That Optimus Reservations Open in December
Optimus reservations will open in early December, a summit organiser told the SF Standard. Elon Musk replied 'No' on X; Tesla has set no date or price.
House Democrats Set 11 November Deadline Over Trump’s Grok Prompts
Raskin and Garcia say Trump's AI chatbot prompts and replies are presidential records that must be kept, and want a closed-door briefing by 11 November.
High Court Backs Ofcom Over Meta, X and TikTok Information Notices
The High Court has upheld Ofcom information notices to Meta, X and TikTok under the Online Safety Act, finding the firms' evidence of burden too thin.
Wolfspeed Puts Transparent Silicon Carbide on Sale for AR and Qubits
Wolfspeed has launched transparent silicon carbide wafers for AR glasses and quantum computing. Specs are public; customers, prices and volumes are not.
Intel Revenue Rises 21% to $16.5bn; Q4 Forecast Is $15bn to $16bn
Intel's Q3 revenue rose 21% to $16.5bn as data centre sales grew 78%. It forecast Q4 revenue of $15bn-$16bn, including a $300m hit from Fab 28.
AUO Sells Taichung Plant to TSMC for NT$38.8bn, Ends Quanta Deal
AUO will sell its Taichung Phase II plant to TSMC for NT$38.8bn and expects an NT$18.5bn gain. Its NT$19.7bn Huaya plant sale to Quanta is off.
STMicro Expects $1.3bn of AI Data-Centre Revenue as Q3 Sales Rise 18%
STMicroelectronics' Q3 revenue rose 17.9% to $3.76bn. It now expects about $1.3bn from AI data centres this year and well above $2bn in 2027.
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