Falcon INTEL retweetledi
Falcon INTEL
945 posts
@DBurkland @pbeisel It’s in testing right now. Wide release in a few weeks.
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Tesla’s forthcoming AI5 uses a half-reticle design, which is crucial for yield. A reticle defines the imaging area of a lithography machine, fitting two chips per shot effectively doubles yield.
This means the Tesla chip design team had to carefully manage die features, for instance dropping the older ISP (and classic GPU) to make room for more AI cores.
By contrast, NVIDIA’s Blackwell fills nearly a full reticle, making it a single-reticle design.
If Tesla hits its compute and efficiency targets with AI5 in this half-reticle format, it’s almost like cutting fab requirements in half.
And this has a big impact on Terafab, especially if it carries forward for AI6, AI7, etc.
phil beisel@pbeisel
Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional. It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying. The breakthrough likely lies in overhauling the overall facility’s cleanroom model. By moving wafers in sealed pods with localized micro-environments, the fab no longer needs a monolithic ultra-clean space. Elon’s line about “eating cheeseburgers and smoking cigars” on the fab floor isn’t silly, it’s the practical reality of a radically simpler, cheaper, faster approach that could finally change the economics of chipmaking. This is all forced by the brutal “pinch” in chip supply. Tesla must produce on the order of 100–200 billion AI chips per year just to saturate its roadmap. That volume powers: FSD cars & Robotaxis (tens of millions of vehicles needing AI5 inference for near-perfect autonomy), Physical Optimus (scaling from thousands today to millions per year, each requiring AI5/AI6-level compute), Digital Optimus (the new xAI-Tesla software agents for digital/office automation, running massive inference clusters), Space-based data centers (AI7/Dojo3 orbital compute for GW-scale training and inference beyond Earth limits). AI5 delivers the ~10× leap for vehicles and early robots; AI6 shifts focus to Optimus + terrestrial DCs; AI7 goes orbital. No external foundry (TSMC, Samsung, etc.) can deliver that scale or timeline— hence the Terafab launch. Without it, the entire robotics + autonomy future hits a brick wall. Terafab isn’t optional; it’s the only way forward.
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Falcon INTEL retweetledi
Intel at @NVIDIAGTC? Yep!
This is just the next step in our partnership as we combine strengths to unlock new innovations, efficiencies, and opportunities for partners building AI at scale.
ms.spr.ly/6014QmKr6
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I can't stress this enough about $INTC. When it hitz the Fugatzehi retracemnt triangle it does not fall below it. Check for yourself .
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Dont worry $INTC investors. Zinsner speaks tomorrow and he will save the stock price as he usually does !
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NEWS: $INTC David Zinsner, EVP and CFO, will participate in a fireside chat on Intel’s business and strategy at the Morgan Stanley Technology, Media & Telecom Conference tomorrow, March 4 at 8:30AM PT / 11:30AM EST.
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@wesleyaugusta1 Seeing as how he's my grandfather , he's actually the exact person Intel needs at this moment. Intel needed Pat to build the Fabs, Intel needs LBT to gain customer trust.
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@FalconINTC At this point I want bu tan arrested and removed and actaully install a ceo that can supply to demand this guk can’t:
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@IEPsaveme Uncle Dave was the OG at Intel of "Under Promise & Under Promise even more in public forums " lmao
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@sama When will you be using Intel ? Asking for the government.
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I'd like to answer questions about our work with the DoW and our thinking over the past few days. Please AMA.
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Double edge sword....what if CPU's become so in demand that Intel only has the capacity to produce their own chips over the demand without having any room left for foundry customers...then what? $INTC
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@mzuhair123 When Muhammad speaks....i listen. This isn't going to be great, it'll be extraordinary! Also, sign up to blue chew now if you experience ED.
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An interesting piece coming on $INTC and SambaNova. It seems like we have a direction on this partnership.
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@dr_karlek Through back testing this signal has worked %60 of the time, everytime. Hard to stay humble with numbers like that. Back to you Ron
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The United retracted retracement inversion has hit! $INTC bounced off this level and will now explode ! 🚀
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$INTC teaming up with sambanova isn't news, its the news. Sambanova trusting Intel isn't anything new, its transformational. Intel gaining another foundry customer isn't a matter of when, its a matter of now. This is how every ***king AI article write up sounds. Please stop.
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@insane_analyst Who doesn't wanna hear Dave at 8 am prophesying to the audience about the goodness of Intel Foundry?
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I might book hotel in SF to hang out for Morgan Stanley TMT conference next week.
(live in south bay)
If you want to hear me shit on semiconductor managment in real life, LMK. Undecided if I wana stay home, get high, play video games or loiter in SF with buyside.
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@schamorro357 @zhao_dashuai Its also called the "Laffer Effect"
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@zhao_dashuai Xi and Trump have already agreed behind closed doors on this. This is why Trump is a big proponent of Intel.
He says he saved Intel. Intel can only be saved if they get their mojo back.
Intel is key to restoring US chip manufacturing dominance.
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Trump names Taiwan as the thief that stole the American chip industry.
This is where I agree with Trump, the US must dismantle Taiwan's semiconductor industry and move it somewhere else, back to the US if they want.
Taiwan is the biggest competitor and roadblock for advanced manufacturing to return to the US, something as strategic as the chip industry cannot be placed on an island powder keg.
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@PatrickMoorhead 3 on 3 has to be the worst format to decide a gold medal though.
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