Hard to say. Neither Intel nor Tesla has filed any paperwork with the US Securities and Exchange Commission, which is typically required if a new partnership or deal materially changes the capital investment or manufacturing capacity of a public company. For example, when chipmaker AMD and Meta announced a “multiyear, multi-generation” partnership in February to deploy up to 6 gigawatts of AMD GPUs for Meta’s AI services, AMD disclosed the deal in an SEC filing. As of publishing, no such forms have been filed yet by Intel or Tesla. That indicates Tan and Musk’s agreement may be mostly handshak
5 Burning Questions About Elon Musk’s Terafab Chip Partnership with IntelWorker shortages may add to the challenges Musk faces turning his vision for the Terafab into reality. He has yet to announce where the new plant will be built, but construction is underway on a 2-million-square-foot chip-design lab on the Tesla automotive campus near Austin, and the state has increasingly become Musk’s home and central to his sprawling corporate universe. Texas and much of the US are facing a shortage of tradespeople like plumbers and electricians needed to build data centers and semiconductor fabs. The data center industry is proving to have the deepest pockets to recruit wo
5 Burning Questions About Elon Musk’s Terafab Chip Partnership with Intel… They’re being fabricated by Taiwan Semiconductor Manufacturing Corporation, the world’s leading chip producer. One of the new MTIA chips, the MTIA 300, is already in production, and Meta says the other three—the MTIA 400, 450, and 500—are expected to ship sometime between early and late 2027. …
… Unsurprisingly, AI has been a big catalyst for these changes. “Because of AI, advanced packaging has really come to the forefront,” Chandrasekaran said. “Even more so than the silicon itself, chip packaging is going to transform how this AI revolution comes to fruition over the next decade.” Intel … …
“Terafab represents a step change in how silicon logic, memory, and packaging will get built in the future,” Tan said in a social media post. “Intel is proud to be a partner and work closely with Elon on this highly strategic project.” Exactly how Tan and Musk plan to execute such an ambitious vent… …
… Rene Haas: The thing that I've learned—I knew this intrinsically when I worked for Jensen, but I certainly internalized it when I took over here—is that the CEO sets the tone for the company. …