April 9, 2026

HEY, BIG SPENDER: Intel Lands Musk’s $25 Billion Terafab: A Billion-Dollar Foundry Win in the Making?

Intel’s role centers on what it does best: design, fabrication, and packaging at scale. The company’s post explicitly ties its contribution to accelerating Terafab’s 1 TW per year target using its “ultra-high-performance chips.” In plain English, this isn’t Tesla or SpaceX building a rival fab from scratch. It’s an Intel Foundry expansion in Austin with Musk’s companies as anchor customers. That means Intel just landed a marquee, high-volume partner for its 18A and future nodes — exactly the kind of external validation the foundry has chased for years.

Let’s put the numbers in context. Intel’s full-year 2025 foundry revenue reached $17.8 billion, up 3% year-over-year. Q4 alone delivered $4.5 billion, also up 4%. Yet external customer revenue for the full year totaled just $307 million, including $222 million in Q4. The majority of the foundry’s business was internal production for Intel’s own CPUs. The unit still posted a $10.3 billion operating loss for 2025, driven by 18A ramp costs.

Terafab changes the math. A project of this scale could push external revenue into the billions annually once wafers start flowing.

We already know where SpaceX will get the cash: Musk’s SpaceX courts retail investors as it aims for record-breaking stock market flotation.

Posted at 8:37 am by Stephen Green

A BERLIN WALL MADE OUT OF RED TAPE:

Posted at 8:21 am by Stephen Green

AND IT’S ALL SELF-INFLICTED BY THE WORST POLITICAL CLASS IN HISTORY: The Humiliation of Great Britain Is Complete. “A few weeks back, the Financial Times declared that Britain is no longer a global power. It’s hard to dispute that statement. In fact, the FT was only saying aloud what everybody around the world has been thinking for quite a while. The fecklessness of Keir Starmer puts this fact in harsh relief—Britain took weeks to deploy a destroyer to protect a base that had already been attacked by Iran, leaving it to a Spanish ship to provide air defense. It had to wait because none of its available destroyers were deployable at the moment, and the Navy had to rush repairs to get it out of dry dock. It took four weeks after the war’s start to get there; it lasted a few weeks, and just arrived back in Britain for repairs.”

Posted at 8:11 am by Glenn Reynolds

RIDE THE MICHAEL MOORE RECURSION!

● Shot: Michael Moore torches US as ‘bad guys,’ hails Iran as ‘greatest civilization’ in deranged rant.

Liberal filmmaker Michael Moore torched the US as the “bad guys” in the war with Iran – while hailing the Middle Eastern nation as one of the world’s “greatest civilizations” in a deranged online tirade.

The documentarian unleashed the frenzied rant on Tuesday, calling President Trump a “terrorist” for threatening a “holocaust” after the commander in chief warned Iran that its “whole civilization” would be wiped out if the nation failed to cut a ceasefire deal to open the Strait of Hormuz and end the six-week conflict.

He also accused the US of “meddling” in Iran’s internal affairs for the past seven decades.

“Our leaders and our media are stupid enough to keep asking questions like ‘why do they hate us?’ Hate us?! They don’t hate US! WE HATE THEM!” Moore raged on his Substack.

“We’re the bad guys! If you didn’t realize that under previous presidents at least Donald Trump has ripped off the mask and shown you who we really are!”

—The New York Post, yesterday.

● Chaser: Michael Moore ‘flabbergasted’ by the ‘grace and precision and safety’ of Biden’s Afghanistan withdrawal.

Documentary filmmaker Michael Moore shot back at critics of President Biden’s withdrawal from Afghanistan, arguing that he followed through with a campaign promise and did so with relative success.

“I’m still flabbergasted that he pulled this off with such grace and precision and safety. Everything that we’ve been told by the media, the mainstream media, by pundits who did nothing but spend weeks criticizing his exit from Afghanistan. I don’t get it,” Moore said while appearing on Hill.TV’s “Rising.”

Moore argued that the U.S. was able to successfully negotiate the evacuation of thousands of people from Afghanistan with the Taliban, an enemy that the U.S. has been fighting for 20 years.

“We did have loss of life with a random, vicious terrorist attack by ISIS. But whatever Biden negotiated, everybody kept their word. We left on the day we said we were going to leave, in fact we left the minute before that day, and the Taliban stood by and helped us leave,” added Moore.

—The Hill, September 10th, 2021.

● Hangover: “The Iraqis who have risen up against the occupation are not ‘insurgents’ or ‘terrorists’ or ‘The Enemy.’ They are the REVOLUTION, the Minutemen, and their numbers will grow — and they will win….I oppose the U.N. or anyone else risking the lives of their citizens to extract us from our debacle…the majority of Americans supported this war once it began and, sadly, that majority must now sacrifice their children until enough blood has been let that maybe — just maybe — God and the Iraqi people will forgive us in the end.”

—Michael Moore, April 14, 2004.

Posted at 7:45 am by Ed Driscoll

OH MY: A hacker has allegedly breached one of China’s supercomputers and is attempting to sell a trove of stolen data.

The dataset, which allegedly contains more than 10 petabytes of sensitive information, is believed by experts to have been obtained from the National Supercomputing Center (NSCC) in Tianjin – a centralized hub that provides infrastructure services for more than 6,000 clients across China, including advanced science and defense agencies.

Cyber experts who have spoken to the alleged hacker and reviewed samples of the stolen data they posted online say they appeared to gain entry to the massive computer with comparative ease and were able to siphon out huge amounts of data over the course of multiple months without being detected.

An account calling itself FlamingChina posted a sample of the alleged dataset on an anonymous Telegram channel on February 6, claiming it contained “research across various fields including aerospace engineering, military research, bioinformatics, fusion simulation and more.”

The group alleges the information is linked to “top organizations” including the Aviation Industry Corporation of China, the Commercial Aircraft Corporation of China, and the National University of Defense Technology.

Elon, want to write these guys a check?

Posted at 7:35 am by Stephen Green

NOT BAD FOR THE GUY THE OBAMA ADMINISTRATION DISMISSED AS “CHICKENS***”:

Posted at 7:19 am by Stephen Green

KURT SCHLICHTER: Don’t Freak Out When We Lose the Birthright Citizenship Case.

But the big problem is the birthright citizenship interpretation of the 14th Amendment. Sadly, that’s not going to get fixed by this case. It just isn’t. But we’ve started a discussion of the subject. We’ve started the fight. And now we just have to finish it.

But it’s not going to help by freaking out, being demoralized, blackpilling, or whining about how we didn’t get our way this time. If you’re not paying attention, let me help you. We’re winning about 90% of our cases. We lost tariffs, sort of, and we are going to lose this, sort of. We’ve won everything else. The Trump Justice Department’s track record is astonishing.

There’s a saying among trial lawyers that if you never lose, it’s because you never try cases. If we’re pushing the envelope, sometimes we’re going to push until the envelope tears. That’s a good thing. So, don’t be discouraged. We’re never going to win all our court cases. Sometimes we’re going to lose, and it’s going to hurt. So what? Welcome to real life. The answer isn’t to throw up our hands in despair. The answer is to keep fighting.

Read the whole thing.

 

Posted at 7:14 am by Ed Driscoll

FROM CAROLINE FURLONG:  Theophany.

#CommissionEarned

Ten years ago the Savients took over Niban, forcing the independent inhabitants into poverty and despair. Bass White saw the careless cruelty of the Savients kill his mother and his father. When a resistance cell is discovered in his city bloc, the Savients seek to make everyone pay.

With his wife Amie, Bass races into the caverns to escape the Savients’ brutal enforcers: the Atrasai. The couple barely make it to the limits of known territory outside their underground city, however, before the Atrasai catch up with them. It would take a miracle to save them…

…or a combat medic robot.

Join Bass and Amie in this sci-fi story of healing, hope, and wonder. After a decade of fear and pain, even a little light can bring out the best in man and machine. But will the best be enough to heal?

Posted at 7:09 am by Sarah Hoyt

ROBERT SPENCER: Mamdani’s New York: ‘All I Know Is I Want to Start Terror, Bro.’ “Nobody got too excited about it, but there was an Islamic State (ISIS) attempted bombing in New York City a few weeks ago, and new details are emerging about exactly what happened. Now dashcam footage capturing a conversation between the two would-be jihad murderers has just emerged, and it further sets the record straight about one of the most wildly misreported events of our propaganda-laden age.”

Posted at 7:04 am by Stephen Green