According to CNBC... Micron, Intel, and AMD gained $2T in Q2 as AI chip demand surged, signaling capex and data center growth opportunities.

According to @CNBC, Intel started 18A production, positioning its foundry to win Apple silicon orders and accelerate AI chip packaging deals.

According to Sawyer Merritt on X, Intel announced it is joining the Terafab project alongside SpaceX, Tesla, and xAI to refactor silicon fabrication technology, targeting 1 terawatt per year of compute capacity for AI and robotics. According to Intel’s official X post, the company will contribute advanced design, fabrication, and packaging capabilities to accelerate ultra-high-performance chip production at scale, which could ease AI compute bottlenecks for training and inference. As reported by Sawyer Merritt, Intel also hosted Elon Musk at its facilities, underscoring strategic alignment on end-to-end compute supply, from chip manufacturing to deployment across data centers, autonomous vehicles, and robotics.