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AI Chips

SpaceX and Tesla Push Two Giant Texas Factories: Terafab and Project Crystal Sun

The announcements promise terawatt-scale AI compute, specify Gibbons Creek Reservoir for water, request long property tax limits.

TSMC Pledges $100 Billion More for Arizona After Record Q2 Profit

Broadcom’s Record AI Quarter Sends Stock Lower After Cautious Guidance and 'Chips Only' Pivot

TSMC March Sales to Test AI Chip Supply on April 10

Nvidia to Deliver 260,000 Blackwell GPUs to South Korea in National AI Buildout