Intel, Musk, and the Tweet That Launched a 1000 Ships on a Becalmed Sea
Why do professional executives running major corporations frame a major moment in their company’s history with a tweet? Jerry Sanders spent his career yelling “real men have fabs!” Now Intel has fabs–and apparently tweets about … Read More
Semiconductor Intelligence estimates total semiconductor industry capital spending (CapEx) was $166 billion in 2025, up 7% from 2024. We estimate 2026 CapEx will be $200 billion, up 20% from 2025. TSMC was the largest spender in 2024 with $40.9 billion in CapEx, 25% of the total. TSMC projects 2026 CapEx will be between $52 billion… Read More
At the TERAFAB launch event in Austin on March 21, Elon Musk made a prediction that would have sounded like science fiction a decade ago—and may still: roughly 80 percent of AI compute will eventually move off-planet.
The argument is straightforward once you accept his premises. Earth-based data centers face three hard constraints—land,… Read More
