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S
Let's come back to this thread in five years! Everything now is for me too much a sales pitch from SpaceX/Tesla in view of the SpaceX...
May 6, 2026
M
Let's come back to this thread in five years! Everything now is for me too much a sales pitch from SpaceX/Tesla in view of the SpaceX...
May 6, 2026
How does Intel get revenue from this? we dont have any details so what is your model? Getting Tesla to pay Intel R&D costs would be HUGE...
May 6, 2026
My guess is this is too early to tell -- Musk has identified a "medium-term" need (more RAM, more chips, latest foundry node). He has...
May 6, 2026
How does Intel get revenue from this? we dont have any details so what is your model? Getting Tesla to pay Intel R&D costs would be HUGE...
May 6, 2026
Great news for intel. I'm still waiting for the SpaceX investment in Intel. Maybe after the trillion dollar IPO?
Intel 14A is HNA-EUV...
May 6, 2026
May 6 - SpaceX has proposed an initial $55 billion investment to build a semiconductor manufacturing facility in Texas, according to a...
May 6, 2026
Let's come back to this thread in five years! Everything now is for me too much a sales pitch from SpaceX/Tesla in view of the SpaceX...
May 6, 2026
S
All DC CPU Products like ClearWater Forest and Diamond Rapids are fully Intel Foundry and from Intel's commentary on ClearWater Forest...
May 6, 2026
K
You’re asking a $125 billion question.
From 2020 to 2025, Intel spent about $125.5 billion in CapEx to build the capacity and...
May 6, 2026
K
I cant share all the details on the Intel 7 capacity. But it was a significant write off (look at 10K last two years). now they are...
May 6, 2026
S
this is a time to run hot lots at those fabs cause they can actually make it worthwhile and deny AMD market share and increase their...
May 6, 2026
M
4F2 comes in after 1d, but only lasts three generations. Since resources are being spent on 1d, 4F2, of course the 3D DRAM progress...
May 6, 2026
M
How does Intel get revenue from this? we dont have any details so what is your model? Getting Tesla to pay Intel R&D costs would be HUGE...
May 6, 2026
M
I cant share all the details on the Intel 7 capacity. But it was a significant write off (look at 10K last two years). now they are...
May 6, 2026
Like.
Let's come back to this thread in five years! Everything now is for me too much a sales pitch from SpaceX/Tesla in view of the SpaceX...
kvas reacted to MKWVentures's post in the thread Elon Musk lays out Terafab AI chip project plan with
Xebec replied to the thread Elon Musk lays out Terafab AI chip project plan.My guess is this is too early to tell -- Musk has identified a "medium-term" need (more RAM, more chips, latest foundry node). He has...
user nl replied to the thread Elon Musk lays out Terafab AI chip project plan.Let's come back to this thread in five years! Everything now is for me too much a sales pitch from SpaceX/Tesla in view of the SpaceX...