🇨🇭 Global One SI - Prompt
$INTC says it is joining the Terafab project alongside $TSLA, SpaceX & xAI to help modernize silicon fab technology. Its role is to bring chip design, fabrication & packaging at scale to support Terafab’s goal of producing 1 TW per year of compute for AI…
Elon Musk just made the most powerful man in American manufacturing his chip builder.
Intel, the company Wall Street wrote off two years ago is now the fabrication backbone of a $25 billion project involving Tesla, SpaceX, and xAI.
This was not a coincidence.
The US government owns a stake in Intel, and Musk has been pushing for a fully American chip supply chain.
The politics and the business strategy just merged into a single handshake.
Here is what Terafab actually is.
It is a planned semiconductor mega-facility in Austin, Texas, designed to produce one terawatt of AI compute every single year.
Every chip fab on Earth combined currently produces about 20 gigawatts per year but Musk wants 50 times that alone.
The world thought Tesla was a car company then it thought Tesla was an energy company.
Now Tesla, SpaceX, and xAI are attempting to become the dominant force in semiconductor manufacturing.
And Intel desperately needed this.
The company had been losing ground to TSMC and Samsung for years, bleeding customers and credibility.
Now it is the foundry partner for the most ambitious chip project in American history.
The chips are not just for self-driving cars.
Eighty percent of Terafab's planned compute output is destined for space orbital AI satellites processing intelligence above the atmosphere, where solar power is five times stronger and heat disappears into the void.
Musk said it at the March announcement: "We either build the Terafab or we don't have the chips, and we need the chips, so we build the Terafab".
Intel's stock is already up 38% this year alone, and jumped another 3% this morning on the announcement.
The market is pricing in a resurrection.
The AI5 chip with 50 times the performance of Tesla's current hardware is headed for small-batch production later this year, powering Optimus robots, Cybercabs, and Full Self-Driving at a scale no one has ever attempted.
Morgan Stanley estimated that Giga Texas alone could need 20 million chips per year just for humanoid robots roughly six times Tesla's entire current chip demand across all its cars.
Intel, the company Wall Street wrote off two years ago is now the fabrication backbone of a $25 billion project involving Tesla, SpaceX, and xAI.
This was not a coincidence.
The US government owns a stake in Intel, and Musk has been pushing for a fully American chip supply chain.
The politics and the business strategy just merged into a single handshake.
Here is what Terafab actually is.
It is a planned semiconductor mega-facility in Austin, Texas, designed to produce one terawatt of AI compute every single year.
Every chip fab on Earth combined currently produces about 20 gigawatts per year but Musk wants 50 times that alone.
The world thought Tesla was a car company then it thought Tesla was an energy company.
Now Tesla, SpaceX, and xAI are attempting to become the dominant force in semiconductor manufacturing.
And Intel desperately needed this.
The company had been losing ground to TSMC and Samsung for years, bleeding customers and credibility.
Now it is the foundry partner for the most ambitious chip project in American history.
The chips are not just for self-driving cars.
Eighty percent of Terafab's planned compute output is destined for space orbital AI satellites processing intelligence above the atmosphere, where solar power is five times stronger and heat disappears into the void.
Musk said it at the March announcement: "We either build the Terafab or we don't have the chips, and we need the chips, so we build the Terafab".
Intel's stock is already up 38% this year alone, and jumped another 3% this morning on the announcement.
The market is pricing in a resurrection.
The AI5 chip with 50 times the performance of Tesla's current hardware is headed for small-batch production later this year, powering Optimus robots, Cybercabs, and Full Self-Driving at a scale no one has ever attempted.
Morgan Stanley estimated that Giga Texas alone could need 20 million chips per year just for humanoid robots roughly six times Tesla's entire current chip demand across all its cars.
✍1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
The world's number 1 crude oil producer🛢️
🇷🇺 2008 Russia
🇷🇺 2009 Russia
🇸🇦 2010 Saudi Arabia
🇷🇺 2011 Russia
🇺🇸 2012 United States
🇺🇸 2013 United States
🇺🇸 2014 United States
🇺🇸 2015 United States
🇺🇸 2016 United States
🇺🇸 2017 United States
🇺🇸 2018 United States
🇺🇸 2019 United States
🇺🇸 2020 United States
🇺🇸 2021 United States
🇺🇸 2022 United States
🇺🇸 2023 United States
🇺🇸 2024 United States
🇺🇸 2025 United States
13 years unbeaten.
While every other country scrambles for barrels
America has been sitting on top of the global supply chain for over a decade.
Hormuz closes?
US shale fills the gap.
Allies need gas? Buy American LNG.
The 1st producer, with the world's most powerful military.
That combination doesn't negotiate from weakness.
🇷🇺 2008 Russia
🇷🇺 2009 Russia
🇸🇦 2010 Saudi Arabia
🇷🇺 2011 Russia
🇺🇸 2012 United States
🇺🇸 2013 United States
🇺🇸 2014 United States
🇺🇸 2015 United States
🇺🇸 2016 United States
🇺🇸 2017 United States
🇺🇸 2018 United States
🇺🇸 2019 United States
🇺🇸 2020 United States
🇺🇸 2021 United States
🇺🇸 2022 United States
🇺🇸 2023 United States
🇺🇸 2024 United States
🇺🇸 2025 United States
13 years unbeaten.
While every other country scrambles for barrels
America has been sitting on top of the global supply chain for over a decade.
Hormuz closes?
US shale fills the gap.
Allies need gas? Buy American LNG.
The 1st producer, with the world's most powerful military.
That combination doesn't negotiate from weakness.
🛢WTI, Brent Crude Oil, NGAS Trading 📊
U.S. Hits Iran’s Primary Oil Hub as Hormuz Deadline Looms The U.S. has struck military targets on Iran’s Kharg Island, the country’s most critical oil hub, which is responsible for approximately 90% of Iranian crude exports.
🚨 Do you understand what happened in the last 24 hours of this war..
> Trump said the "entire country of Iran can be taken out in one night"
> US forces struck Kharg Island — 90% of Iran's oil exports — BEFORE Trump's own deadline expired
> IDF said it was "not aware" of the strike — suggesting this was a US-solo operation
> IRGC issued its strongest warning in 39 days: "restraint is over"
> Iran rejected the 45-day ceasefire brokered by Pakistan, Egypt, and Turkey
> Iran submitted a 10-point counter-proposal demanding permanent war end and sanctions lifted
> Trump called it "significant but insufficient"
> Iran is firing drones at facilities near Dimona and a US Army HQ in the UAE
> civilians in Iran are forming human chains around power plants
> Trump's deadline has been pushed at least 5 times since March 23
all of this.. one Tuesday..
Day 39 of a war with a "4-hour plan".. and you almost scrolled past it..
> Trump said the "entire country of Iran can be taken out in one night"
> US forces struck Kharg Island — 90% of Iran's oil exports — BEFORE Trump's own deadline expired
> IDF said it was "not aware" of the strike — suggesting this was a US-solo operation
> IRGC issued its strongest warning in 39 days: "restraint is over"
> Iran rejected the 45-day ceasefire brokered by Pakistan, Egypt, and Turkey
> Iran submitted a 10-point counter-proposal demanding permanent war end and sanctions lifted
> Trump called it "significant but insufficient"
> Iran is firing drones at facilities near Dimona and a US Army HQ in the UAE
> civilians in Iran are forming human chains around power plants
> Trump's deadline has been pushed at least 5 times since March 23
all of this.. one Tuesday..
Day 39 of a war with a "4-hour plan".. and you almost scrolled past it..
🇨🇭 Global One SI - Prompt
$GOOG/USD H2 #Indicator #Signal #Trading #GlobalOneAI
This media is not supported in your browser
VIEW IN TELEGRAM
$GOOG CEO Sundar Pichai says wafer capacity is still the core AI bottleneck, while permitting & regulation are becoming major constraints on buildout.
The bigger message is that the U.S. needs to learn how to build physical infrastructure much faster if it wants to lead in AI.
The bigger message is that the U.S. needs to learn how to build physical infrastructure much faster if it wants to lead in AI.
🇨🇭 Global One SI - Prompt
$UBER/USD H2 #Indicator #Signal #Trading #GlobalOneAI
Uber $UBER and Amazon $AMZN have expanded their partnership, with Uber adopting AWS next gen custom silicon to optimize global operations.
Transitioning "Trip Serving Zones" to Graviton4 and piloting Trainium3 for AI training ensures Uber scales as the smartest, fastest engine.
Transitioning "Trip Serving Zones" to Graviton4 and piloting Trainium3 for AI training ensures Uber scales as the smartest, fastest engine.
Wall Street forecasters expect a massive headline March CPI print on Friday due to the rise in energy prices from the Gulf war: around +0.9% on the month, driving the y/y rate to 3.3% from 2.4%. Nobody's squinting at the right side of the decimal place when the left side moves like that.
Core CPI is expected to be tamer, around 0.27% monthly. The 12-month reading climbs to 2.7% in part because a low March 2025 reading drops out.
The upshot: this second-decimal-place forecasting exercise doesn't matter so much when headline CPI is behaving like this and the drivers of that move are still in motion.
Core CPI is expected to be tamer, around 0.27% monthly. The 12-month reading climbs to 2.7% in part because a low March 2025 reading drops out.
The upshot: this second-decimal-place forecasting exercise doesn't matter so much when headline CPI is behaving like this and the drivers of that move are still in motion.
Here are all the ways 🇺🇸 investors can get SpaceX exposure through ETFs today:
Direct exposure:
$NASA Tema Space Innovators ETF
$AGIX KraneShares AI & Technology ETF
$RONB Baron First Principles ETF
$XOVR ERShares Private-Public Crossover ETF
Filed for (not yet launched):
2x Long SpaceX Daily ETF - REX Shares
2x Long SpaceX Daily ETF - Tuttle Capital Management
SpaceX 0DTE Covered Call ETF - Tuttle Capital Management
SpaceX Income Blast ETF - Tuttle Capital Management
2x Long SpaceX Daily ETF - Defiance
2x Short SpaceX Daily ETF - Defiance
Space Innovators ETF $JEDI - VanEck
Indirect exposure:
$UFO Procure Space ETF
$ARKX ARK Space Exploration & Innovation ETF
$ROKT SPDR S&P Kensho Final Frontiers ETF
Direct exposure:
$NASA Tema Space Innovators ETF
$AGIX KraneShares AI & Technology ETF
$RONB Baron First Principles ETF
$XOVR ERShares Private-Public Crossover ETF
Filed for (not yet launched):
2x Long SpaceX Daily ETF - REX Shares
2x Long SpaceX Daily ETF - Tuttle Capital Management
SpaceX 0DTE Covered Call ETF - Tuttle Capital Management
SpaceX Income Blast ETF - Tuttle Capital Management
2x Long SpaceX Daily ETF - Defiance
2x Short SpaceX Daily ETF - Defiance
Space Innovators ETF $JEDI - VanEck
Indirect exposure:
$UFO Procure Space ETF
$ARKX ARK Space Exploration & Innovation ETF
$ROKT SPDR S&P Kensho Final Frontiers ETF
✍1
This media is not supported in your browser
VIEW IN TELEGRAM
Broadcom turns Google’s TPU IP into chips and networking, while Google earns from its IP without doing the hardware build itself.
"Broadcom is making ~$37 B from 1GW of Anthropic's orders, whereas Google is capturing ~$13-14 B of that"
"Broadcom is making ~$37 B from 1GW of Anthropic's orders, whereas Google is capturing ~$13-14 B of that"
🇨🇭 Global One SI - Prompt
🚨 "We’re building one of the world’s largest AI cloud platforms." $IREN 2026: 4.5GW $NBIS 2030 Target: 5GW The potential is beyond imagination for those who read the big picture. 👇 "The next cloud wave on the ground behaves more like an industrial buildout…
Quick reminder of #IREN_Ltd 's total secured power portfolio of >4.5GW ⚡️⚡️⚡️ $IREN
Sites across North America:
🇨🇦 80MW – Mackenzie, BC
🇨🇦 50MW – Prince George, BC
🇨🇦 30MW – Canal Flats, BC
🇺🇸 750MW – Childress, TX
🇺🇸 2,000MW – Sweetwater, TX
🇺🇸 1,600MW – Oklahoma
How much do you think is one of these sites worth???
Sites across North America:
🇨🇦 80MW – Mackenzie, BC
🇨🇦 50MW – Prince George, BC
🇨🇦 30MW – Canal Flats, BC
🇺🇸 750MW – Childress, TX
🇺🇸 2,000MW – Sweetwater, TX
🇺🇸 1,600MW – Oklahoma
How much do you think is one of these sites worth???
🇨🇭 Global One SI - Prompt
H100 GPU rental prices just surged 40% in 6 months. From $1.70/hour to $2.35/hour. Capacity is effectively sold out across the board. Blackwell lead times are stretching into mid-2026. Here’s what that means in plain English: The companies that ALREADY…
GPU Spot Rates... 👀👀👀
⚡ H100 — $1.25–$6.88/hr | 1-year contracts at $2.35/hr — up ~40% since Oct 2025
⚡ H200 — $1.50–$13.78/hr | avg $3.89/hr — up ~31% since Mar 2025
⚡ B200 — rental index up 24% in March alone | lead times extending to June–July 2026
⚡ A100 — $0.78–$2.50/hr | best cost-performance for sub-70B inference workloads
⚡ On-demand capacity is effectively sold out across all GPU types globally
⚡ Hyperscalers ( #awscloud & #Azure ) charge 3–6x more than neo-cloud providers for identical hardware
GPU compute is the new oil — scarce, expensive, and getting harder to find... $IREN $CIFR $RIOT $CORZ $NBIS $WULF $HUT $WYFI $HIVE $DMGI $KEEL
Where do you see GPU spot rates by end of 2026?
⚡ H100 — $1.25–$6.88/hr | 1-year contracts at $2.35/hr — up ~40% since Oct 2025
⚡ H200 — $1.50–$13.78/hr | avg $3.89/hr — up ~31% since Mar 2025
⚡ B200 — rental index up 24% in March alone | lead times extending to June–July 2026
⚡ A100 — $0.78–$2.50/hr | best cost-performance for sub-70B inference workloads
⚡ On-demand capacity is effectively sold out across all GPU types globally
⚡ Hyperscalers ( #awscloud & #Azure ) charge 3–6x more than neo-cloud providers for identical hardware
GPU compute is the new oil — scarce, expensive, and getting harder to find... $IREN $CIFR $RIOT $CORZ $NBIS $WULF $HUT $WYFI $HIVE $DMGI $KEEL
Where do you see GPU spot rates by end of 2026?
🇨🇭 Global One SI - Prompt
$BTBT/USD H2 #Indicator #Signal #Trading #GlobalOneAI
🏗️ What makes #BitDigital_BTBT a Strategic Asset Company?
🚫 Not just holding crypto on a balance sheet
✅ Deploys capital into productive infrastructure
✅ Operates assets to generate real, usage-driven value
✅ Integrates into real-world operating models
🔷 ETH → Economic infrastructure
🤖 AI Compute (#WhiteFiber_ ) → Intelligence infrastructure
📍 Positioned at the infrastructure layer where value is coordinated & intelligence is produced
$BTBT $WYFI
🚫 Not just holding crypto on a balance sheet
✅ Deploys capital into productive infrastructure
✅ Operates assets to generate real, usage-driven value
✅ Integrates into real-world operating models
🔷 ETH → Economic infrastructure
🤖 AI Compute (#WhiteFiber_ ) → Intelligence infrastructure
📍 Positioned at the infrastructure layer where value is coordinated & intelligence is produced
$BTBT $WYFI