To build 1 TW of AI silicon per year, Elon Musk's TeraFab would need to process 22.4 million Rubin Ultra GPU wafers, 2.716 million Vera CPU wafers, and 15.824 million HBM4E wafers annually using from 142 to 358 fabs, according to Bernstein.

While quotes for NVL72 VR200 rack-scale system will increase to $5 million – $7 million, margins of ODMs will likely decline.

AMD has impressive plans in the data center realm for 2026 and 2027 that could further impress its position on the market for CPUs and AI GPUs with products like its Helios platform and Instinct MI500 AI accelerators.

SoftBank is looking forward to building a $60 billion - $70 billion AI data center spanning multiple phases in Ohio.

Chinese scientists develop europium, cobalt, and aluminum alloy that can be used to cool down quantum computers and military equipment.

Tesla begins to form a core team behind its Terafab project, which will define the fab and spearhead its construction and tamp.

Researchers from the University of Houston managed to increase the critical temperature for superconductivity by about 18 K at ambient pressure, but at −122°C, they are still 140°C away from the target.

Samsung to remain primary HBM memory supplier for AMD's AI accelerators as the companies look into possible foundry relationship.

Nvidia intends to build a multi-billion-dollar CPU business with its Vera processors, but only plans to offer one SKU.

Nvidia publishes 2026 – 2028 data center roadmap with Rosa CPU, Feynman GPU, optical NVLinks and Groq LPUs with NVFP4 and NVLink.

Nvidia shows off its next-generation Kyber rack-scale solution to be powered by Rubin Ultra GPUs with four compute chiplets and 1 TB of HBM4E memory per package.

Nvidia's slides at GTC lack any mentions of Rubin CPX, but praise Groq LPUs instead.

Nvidia believes it earn $1 trillion by selling AI hardware, says co-founder and chief executive Jensen Huang.

As cheap Chinese chips threaten to invade various sectors of the economy in Europe, STMicroelectronics is on track to improve the efficiency of its own fabs

Elon Musk plans to start his 'Terafab Project' semiconductor production venture in a week.