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Elon Musk's Terafab project could give Intel (NASDAQ: INTC) a boost in its effort to rebuild its chipmaking business. The proposed semiconductor plant in Grimes County, Texas, brings together Tesla and SpaceX to reduce their reliance on outside chipmakers. The two companies have committed initial investments of $16.8 billion for the first phase. Terafab would combine chip design, logic and memory manufacturing, and packaging. Musk's long-term goal is enough annual output to support 1 terawatt of computing power. One category of chips would power Tesla's autonomous vehicles and Optimus humanoid robots. The other would support SpaceX's planned space-based data centres. Intel's role was confirmed in April. In the second quarter, Intel Foundry made $5.8 billion in revenue, but only $293 million came from external customers. The division posted an operating loss of about $2.1 billion.

A Motley Fool analysis picks NVIDIA over Intel as the better artificial intelligence stock for 2026, citing growth, value, and market position. NVIDIA's revenue for the year ended January 25, 2026 rose 65.5% to $215.9 billion, with net income of $120.1 billion. Intel's 2025 revenue slipped 0.5% to $52.9 billion, with a net loss of $267.0 million. Intel shares are up more than 180% over 12 months, against about 25% for NVIDIA. NVIDIA's forward price-to-earnings ratio is 24.7x, versus 67.7x for Intel. The author also points to NVIDIA's $150 billion addition to its share repurchase programme and its CUDA software, which keeps customer switching costs high.

Intel Corporation (INTC) stock: slides as new AI GPU details emerge. Intel reveals powerful GPU D-series specifications and expanded Xeon rack systems as INTC stock declines despite new AI infrastructure developments. Tldr. Table of Contents * Intel Corporation (INTC) stock drops 3.20% to $101.35 despite new AI GPU plans. * Intel unveils GPU D-series with up to 480GB memory for large AI inference tasks. * New Xeon 6+ rack designs support over 46,000 cores for enterprise AI workloads. * Intel's GPU D-series delivers 1.3 petaflops of compute within a 350-watt limit. * Intel expands open AI infrastructure with new GPU designs and software upgrades. Intel Corporation (INTC) stock fell 3.20% to $101.35 at Monday's close before recovering 0.22% to $101.57 in after-hours trading. The decline came as Intel revealed new GPU specifications and Xeon server designs at the Open Compute Project Global Summit. The announcements highlighted Intel's efforts to expand its data center business through efficient artificial intelligence infrastructure. Intel unveils GPU d-series for large AI workloads. Intel introduced further technical details for its GPU D-series, previously known as Crescent Island, during the OCP Global Summit. The new processor uses Intel's Xe3P architecture and targets memory-intensive AI inference across enterprise data centers. Meanwhile, the company aims to improve processing efficiency while reducing infrastructure costs and power consumption. The GPU architecture supports up to 480GB of LPDDR5X memory and delivers 1.5TB/s of memory bandwidth. Additionally, the design provides 1.3 petaflops of FP8 computing performance within a 350-watt power limit. These specifications support large language models, long-context processing, and multiple inference workloads running simultaneously. Intel said a single GPU can support models containing up to 300 billion parameters. Furthermore, an eight-GPU configuration can handle models exceeding one trillion parameters. Customer sampling has started, while Intel continues collaborating with hardware manufacturers and software providers on deployment solutions. Intel expands Xeon server capacity for agentic AI. Intel also presented new Xeon-based rack designs that support growing computing requirements across enterprise AI systems. The designs use open infrastructure standards, including Open Rack v3, to simplify integration into existing data centers. Consequently, organizations can expand processing capacity without completely replacing their current infrastructure. Select Xeon 6+ configurations deliver more than 46,000 processor cores per rack. These systems operate at 133.45 kilowatts of total rack power while supporting high-density computing operations. Intel designed the configurations to handle data processing, workload coordination, and communication between specialized accelerators. Agentic AI systems require processors to manage several connected tasks rather than complete isolated requests. Therefore, Intel positions Xeon processors alongside GPUs to handle workflow management and data movement. This approach supports concurrent AI applications while improving resource allocation across enterprise computing environments. Intel strengthens open software and infrastructure development. Intel outlined additional software improvements that support applications across its CPU and GPU product lines. The company continues integrating established AI frameworks, inference tools, and open development environments into its platforms. These efforts aim to simplify application deployment and reduce software compatibility barriers. Intel also highlighted its contributions to the Open Compute Project, including standardized accelerator card designs. Since 2011, the company has submitted 116 contributions supporting open data center infrastructure. Its latest work focuses on improving hardware compatibility and giving system manufacturers greater design flexibility. The announcements extend Intel's strategy of combining general-purpose processors, specialized accelerators, and interoperable software. Meanwhile, the company plans further technical presentations during the OCP Summit on October 13. Its expanding hardware portfolio targets enterprise demand for scalable AI processing and more efficient data center operations. Limited Time Offer Get 3 free stock ebooks. Discover top-performing stocks in AI, Crypto, and Technology with expert analysis. * Top 10 AI Stocks - Leading AI companies * Top 10 Crypto Stocks - Blockchain leaders * Top 10 Tech Stocks - Tech giants