Dwarkesh Podcast · Thursday, October 22, 2026
Intel confirmed ongoing collaboration regarding Elon Musk's TerraFab project, explaining that extreme demand for silicon and compute has driven initiatives to accelerate new fab construction and secure dedicated manufacturing capacity.
“Well, I think, so Ilan's publicly talked about his desire to build a fab. We either build the TerraFab or we don't have the chips. And we need the chips, so we're going to build the tariff out.”