Elon Musk just took a field trip to Intel's Oregon fabrication plant, a move that screams 'AI chip supply chain scramble.' Is this about securing future production or just another Musk spectacle?
Elon Musk needs chips. Badly. His latest partnership with Anthropic is a glaring admission of that fact, and it points to a much larger problem.
Elon Musk's xAI is sitting on a colossal NVIDIA GPU hoard, yet a staggering 89% of it remains idle. Competitors are lapping them in efficiency, highlighting a deep software problem.
Forget Intel's turnaround story; this is about Elon Musk filing a flight plan for America's foundry future. A potential deal could ignite a race for domestic chip manufacturing, with AI demand as the engine.
One tweet. Zero fanfare. Intel dives into Musk's Terafab madness. But can a bailout baby deliver?