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. Mus...

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...

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 str...