Intel is now officially partnering with Tesla, SpaceX, and xAI on the Terafab project. Terafab is their joint venture for a massive, vertically integrated semiconductor facility (primarily in Austin, Texas) that combines logic chips, memory (HBM), advanced packaging, testing, and even photomask production all under one roof. The goal is to produce ~1 TW/year of ... Read more
Anthropic signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027. This significant expansion of their compute infrastructure will power our frontier Claude models and help us serve extraordinary demand from customers worldwide. The run-rate revenue has now surpassed $30 billion—up ... Read more