Prediction markets on Manifold show a 96.54% probability that Tesla will announce a formal partnership with Intel for...

Prediction markets on Manifold show a 96.54% probability that Tesla will announce a formal partnership with Intel for AI chip fabrication by June 30, 2026 (source). This high consensus indicates strong market belief in a significant win for Intel's foundry business, directly aligning Intel with a leading AI/EV company. The partnership would bolster Intel's credibility in advanced manufacturing for AI chips, potentially competing with TSMC. Additionally, a separate market (source) shows a 27% chance of Intel manufacturing Nvidia chips, while a TSMC-Intel joint venture is at 48.73% (source). These signals collectively suggest a positive shift for Intel's foundry prospects, with the Tesla partnership as the most imminent and impactful event.