SpaceX and Tesla filed notice in Grimes County, Texas for TERAFAB, a joint semiconductor and computing facility projected to cost $119 billion overall with $55 billion required in early phases. The plant would manufacture custom silicon for Tesla's FSD and Optimus programs plus SpaceX orbital datacenters, using Intel's 14A process at a site near Gibbons Creek Reservoir that could scale to terawatt computing output; Musk noted on May 6, 2026 it is one of multiple locations under review as the county considers tax abatements.

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Sources told CNBC that Chinese AI lab Moonshot has discussed leasing Nvidia Blackwell capacity from European neoclouds, including talks around clusters of 8,000 or more GPUs. No signed lease has been confirmed.
Sawyer Merritt reports Tesla has stopped Cybertruck Premium All-Wheel Drive orders. The configurator lists Dual Motor at $82,490, and that row cannot be selected.
Google says it is launching a Knowledge Work layout in Antigravity for research, documents, and other non-code work, on the same agent as the coding interface.
Adobe and Disney announced a multi-year alliance on November 9, including custom generative models in Adobe Firefly Foundry trained on Disney properties.
Elon Musk said Tesla will have to return Cybertruck deposits for a lot of people, and that the order rate far exceeds production.