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ASML CEO Fouquet discussed the Terafab chip project with Elon Musk, targeting production within months using advanced lithography for SpaceX, xAI, and Tesla. Intel partnership supports the initiative.
Barclays projects Nvidia shares could jump 55% by 2026 driven by rising AI demand, new chip launches, and expansion into China with H200 processor shipments.
NVIDIA leads AI demand with major partnerships including Samsung, OpenAI, Saudi Arabia, Novo Nordisk, and Intel, fueling strong growth and long-term AI infrastructure investments.
Tesla plans to build its own semiconductor plant for next-gen AI chips, aiming for cost and efficiency gains over Nvidia amid strong chip demand, with potential collaboration with Intel.
ASML reports strong Q3 chip-equipment orders driven by AI demand; Nvidia partners on AI data centers, boosting semiconductor sector outlook and supporting growth prospects for NVDA.
Barclays raised Nvidia's price target to $240 citing $2 trillion in AI infrastructure spending. Nvidia plans up to $100B investment in OpenAI, 10GW AI capacity by 2026, and bought a 4% Intel stake fo…