According to @stocktalkweekly, Elon Musk said Tesla’s current partners TSMC and Samsung cannot meet Tesla’s chip needs even under best-case supplier production scenarios, flagging a material capacity shortfall (source: @stocktalkweekly). According to @stocktalkweekly, Musk added that no agreement is signed with Intel, though discussions are considered, keeping external sourcing options open but uncertain (source: @stocktalkweekly). According to @stocktalkweekly, Musk stated Tesla may need to build a gigantic in-house chip fab dubbed a Tesla TeraFab—larger than Giga-scale—to reach required volumes (source: @stocktalkweekly). According to @stocktalkweekly, for traders this signals supply risk and potential capex overhang for TSLA and headline sensitivity for TSMC, Samsung, and Intel pending any follow-up announcements, with no timelines or contracts disclosed (source: @stocktalkweekly). According to @stocktalkweekly, the quote contains no reference to cryptocurrencies, so no direct crypto market impact is indicated (source: @stocktalkweekly).

According to OpenAI, the integration of GPT-4.1 models into Foundry offers significant advancements in coding, instruction-following, and long-context processing, providing substantial upgrades for developers building with AI.