Prediction market data from Manifold indicates a very high probability (96.54%) that Tesla will announce a formal...

Prediction market data from Manifold indicates a very high probability (96.54%) that Tesla will announce a formal partnership with Intel for an AI chip fabrication facility by June 30, 2026. This would mark a significant foundry win for Intel's foundry business (Intel Foundry Services) and a major shift in the AI chip supply chain, which is currently dominated by TSMC. Additional Manifold markets show moderate expectations for a TSMC-Intel joint venture (48.73%) and Intel manufacturing NVIDIA chips by end of 2026 (27%), suggesting Intel is positioned to regain advanced manufacturing relevance. The consensus probability of 96.54% is a strong signal from the crowd, though it is a single speculative source and should be treated with caution until an official announcement.

What the sources said:

• "Will Tesla announce a formal Intel partnership for AI chip fab by June 30, 2026? YES=96.54%" (source: https://manifold.markets/ChristophUSOtz/tesla-announces-formal-intel-partne)
• "Will there be a joint venture chip foundry between TSMC and Intel? YES=48.73%" (source: https://manifold.markets/elf/will-there-be-a-joint-venture-chip)
• "Will Intel manufacture NVIDIA chips by the end of 2026? YES=27.00%" (source: https://manifold.markets/SimoneRomeo/will-intel-manufacture-nvidia-chips)