Bloomberg Tech Intel Joins Musk’s Terafab Project with Tesla, SpaceX, xAI
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Apr 7, 2026 
Benoit Bertolo, Bloomberg media reporter who unpacks Bill Ackman’s Universal Music move. Tyler Kendall, geopolitical reporter who outlines the U.S.-Iran timeline and market fallout. Ian King, chip reporter who breaks down Intel joining Elon Musk’s TerraFab plan. They discuss Intel’s role in TerraFab, fab economics and risks, U.S.-Iran market effects, and AI infrastructure deals.
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Intel Sees TerraFab As Alternative AI Supply Path
- Intel joining Elon Musk's TerraFab signals a push to capture AI infrastructure demand beyond traditional hyperscalers.
- Mandeep Singh and Ian King note Intel brings packaging and manufacturing tech but faces massive execution and CapEx challenges versus TSMC.
TerraFab Needs External Volume To Make Economic Sense
- Building large-scale fabs for Musk's ecosystem may not be economic without external customers or volume beyond Tesla, SpaceX and xAI.
- Ian King and Mandeep Singh stress joint ventures or Intel selling silicon to others would be necessary to justify CapEx.
Secure Customers And Yields Before Scaling Fabs
- Intel must secure customers and achieve high yields to make U.S. fabs profitable during its turnaround.
- Gil Lurio highlights recent moves like buying back part of an Ireland fab and the need to line up volume from Nvidia, Apple and others.