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Apollo and xAI Near ~$3.4B Deal to Fund AI Chips
Reuters reports Apollo is nearing a$3.4 billion loan to an investment vehicle that would buy Nvidia chips and lease them to xAI, reportedly arranged by Valor Equity Partners; another example of structured finance being used to scale AI compute wit...View Commentary -
Intel Joins Musk's Terafab AI Chip Project
Intel announced it is joining Elon Musk's Terafab project alongside Tesla, SpaceX, and xAI. Terafab is a joint venture for a vertically integrated semiconductor facility in Austin, Texas, combining logic chips, HBM memory, advanced packaging, test...View Commentary -
Tesla AI5 Chip Architecture
Tesla's AI5 inference chip, due for samples in late 2026 and volume production in 2027 across Samsung and TSMC fabs, uses a half-reticle die design targeting dramatically higher yield at scale. Musk stated on April 15 that a single AI5 delivers ap...View Commentary