What does Intel CTO Pushkar Ranade say about Elon Musk's TerraFab?

Pushkar Ranade says Elon Musk concluded his own businesses will need so much silicon that he should build his own fab, called TerraFab. Because chipmaking is far more intricate than building cars, Ranade says, Intel decided to work with Musk to speed up bringing that fab online. He adds that a new fab needs not just tools but large amounts of power, water, consumables and clean room space.

• Dwarkesh Patel argued that with tools the bottleneck, a new fab mainly secures guaranteed supply rather than adding to the world's total.

Source: our own transcription of the episode. The full conversation is on Dwarkesh Podcast (2026-10-22). Read the whole episode summary →

▸More from this episode