🚨 HUGE Silicon Valley + Tesla news!Semiconductor legend @magicsilicon just announced his partnership with @elonmusk to build Terafab — the next-gen AI chip fabrication powerhouse aiming for 1 TERAWATT of compute per year!Intel is in too. America is bringing advanced chip manufacturing home.The AI & Tesla acceleration is unstoppable 🔥 ...

He said the investment bodes well for Intel's turnaround story. Does this really strengthen the balance sheet. How does this look to be boding well.Yeah. So Intel's been busy and it's turned around. It made a really big step in repurchasing 49% of its Ireland fab back from Apollo.And then you have this morning's announcement with Tesla. Intel has all the most important pieces right now. It's a U.S. based company with U.S. based production that makes CPUs and has advanced packaging.These are all things that ...

TO STRONG SERVER CPU DEMAND, AND THOSE SHARES ARE POPPING ABOUT 3%. OUR NEXT GUEST BULLISH ON SEMIS, HAS A FEW NAMES IN PARTICULAR HE'S BUYING. WHAT ARE HIS THOUGHTS ON THE OVERALL MARKET HERE.LET'S BRING IN JEFF KILBURG, THE FOUNDER AND CEO OF K-I-M FINANCIAL AND A CNBC CONTRIBUTOR. JEFF, I'LL START WITH YOU. WE ALWAYS WATCH THE CHIPS FOR TWO REASONS RIGHT NOW, BECAUSE THE AI TRADE HAS BEEN ONE OF THE MORE SURE THINGS IN A TOUGH MARKET.ALSO, IT'S TYPICALLY A LEADING INDICATOR. AND IF WE'RE RUNNING INTO SOM ...

Welcome back to the exchange. In a deal that could reshape the AI market, shares of Broadcom are moving higher on a deal to develop and supply Google's in-house chips for the next 5 years. Mackenzie Sagalos brings us more in today's tech check.Hi, Mackenzie. Hey, Kelly. So, Broadcom may be getting the bounce today, up around 5% right now as it becomes this new arms dealer for this AI custom chip era, but Google is the one turning that demand into a full stack mode.now monetizing nearly every layer of its AI ...

Intel signs on to Elon Musk’s Terafab chips project https://t.co/7WwKEh1oE1 ...

Intel inking a new partnership with Terraab. Now this is Elon Musk's project to produce its own chips. His companies now design their own chips, but they don't actually make them.He is working on changing that. and Intel saying it's going to help those companies Tesla, SpaceX, and XAI what they call to refactor their technology in a chip factory to actually manufacture these chips. ...

MATT: GOOD TUESDAY MORNING, 30 MINUTES UNTIL THE START OF TRADING, FUTURES ARE DOWN. I'M MATT MILLER. COMING UP, DEAL OR DESTRUCTION, PRESIDENT TRUMP RAMPS UP THREATS TO WIPE OUT IRAN AS THE CLOCK TICKS ON HIS LATEST DEADLINE.TECH IS LOOKING INCREASINGLY ATTRACTIVE FOR INVESTORS WITH GOLDMAN SACHS POINTING TO THE SECTORS RESILIENCE PLUS BILL ACKMAN MAKES A HEFTY BID FOR THE WORLD'S LARGEST MUSIC COMPANY HOME TO TAYLOR SWIFT AS WELL AS DRAKE. LET'S LOOK AT SOME OF THE STOCKS THAT ARE MOVING IN THE PREMARKET ...

🔥 JUST IN: Intel joins Terafab with SpaceX, xAI, and Tesla for integrated chip design, fabrication, and packaging. https://t.co/G5k3tFMB2R ...

RT Intel (@intel)Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology.Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab’s aim to produce 1 TW/year of compute to power future advances in AI and robotics.It was fun hosting @elonmusk at Intel this past weekend! ...

🚨 Intel is joining Terafab!Tesla, xAI, and SpaceX are teaming up with Intel to build one of the most ambitious chip efforts ever, combining logic, memory, and advanced packaging under one roof.This is full-stack AI hardware at scale. 🚀 $TSLA https://t.co/lrz23J3cjhTesla (@Tesla):Intel is joining Terafab!Tesla, @xAI and @SpaceX are launching the most epic chip-building effort ever – combining logic, memory & advanced packaging under one roofhttps://t.co/nxYbLUEvuC ...