Intel joins Tesla and SpaceXAI on $25B Orbittal AI Bet

A summary of the interesting content that I consumed this past week…

What I Read This Week: a summary of the content that I consumed this past week… Caught My Eye… 1) Terafab: Intel Joins Musk’s $25B Bet on Orbital AI Elon Musk announced Terafab on March 21, a $25 billion chip fabrication joint venture between Tesla, SpaceX, and xAI in Austin. On April 7, Intel joined as a partner, contributing its 18A process node, a 1.8-nanometer-class technology, and the most advanced semiconductor manufacturing process within the United States. 80% of Terafab’s projected compute output is earmarked for a single chip called D3, a radiation-hardened processor built for…

related reading

• Stratechery by Ben Thompson – On the business, strategy, and impact of technology.stratechery.com
• Cursor and SpaceX: In search of a complete loop - kwokchainkwokchain.com
• To Boldly Go: The Case for Space Datacentersnewsletter.semianalysis.com
• Spending Like a Hyperscalertomtunguz.com
• The Future of Meta Superintelligence: A 1 Year Progress Updatenewsletter.semianalysis.com
• Clouded Judgement 7.3.26 - The End of Compute Scarcity? Not So Fastcloudedjudgement.substack.com
• Google to pay SpaceX $920 million a month for xAI compute capacitycnbc.com
• Exploring a space-based, scalable AI infrastructure system designresearch.google
• SpaceX-xAI Merger: The $1.25T Companychamath.substack.com
• Techmemetechmeme.com
• kwokchain -kwokchain.com
• Elon Musk — "In 36 months, the cheapest place to put AI will be space”dwarkesh.com