Tesla to Use Intel Chips in Terafab Project as Capex Jumps to $25 Billion
Tesla plans to use Intel’s next-gen 14A technology for its Terafab AI chip factory while increasing capital expenditure to $25 billion in 2026.
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HSBC Upgrades Intel to Buy with $95 Target – Server CPU Boom Ignored by Market
Intel upgraded to Buy by HSBC: strong server chips may boost profits; stock seen rising ~45% further.
Cerebras Files for IPO: Nvidia’s AI Chip Rival Goes Public
Cerebras plans a Nasdaq IPO after strong growth, big AI deals, and rising demand for powerful chips competing with Nvidia.
Intel Stock Soars to Highest Level Since Dot-Com Era
Intel stock is surging to 2000-era highs on strong gains, new deals, and turnaround hopes, up ~90% in 2026.
Google Chooses Intel Xeon 6 for Next-Generation AI Infrastructure
Google is expanding its partnership with Intel, committing to multiple generations of Xeon processors for its AI data centers.
Intel Joins Elon Musk’s Massive Terafab AI Chip Project
Intel teams up with Elon Musk on “Terafab” to build super-fast chips for Tesla, SpaceX, and AI, aiming 1 TW of yearly compute power.