Manifold Markets, a prediction platform, shows a 96.54% consensus that Tesla will announce a formal partnership with...

Manifold Markets, a prediction platform, shows a 96.54% consensus that Tesla will announce a formal partnership with Intel for AI chip fabrication by June 30, 2026 (source). This high probability suggests strong market belief in a significant foundry win for Intel, which could bolster its position in AI chip manufacturing and compete with TSMC. Other related predictions: Intel manufacturing NVIDIA chips is only 27% likely (source), a TSMC-Intel joint venture stands at 48.73% (source), and Intel's lithography catch-up with TSMC by 2028 is at 14.03% (source). The Tesla partnership would directly boost Intel's foundry business, potentially affecting TSMC's market share and NVIDIA's manufacturing options. While not a confirmed event, the near-certain market consensus provides an actionable signal for Intel's near-term prospects.