devtake.dev — Morgan StanleyArticles on devtake.dev covering Morgan Stanley.https://devtake.dev/en-usSpaceX filed for a $55B Texas chip fab. Total Terafab spend could hit $119 billion.https://devtake.dev/article/spacex-terafab-119b-texas-filing/https://devtake.dev/article/spacex-terafab-119b-texas-filing/SpaceX filed plans for a $55B Terafab semiconductor facility in Grimes County, Texas. Total spend could reach $119 billion across phases.Thu, 07 May 2026 12:00:00 GMThardwarespacexteslaxaiterafabai-chipscustom-siliconintelsemiconductorhiro-tanakaAMD's data center revenue jumped 57% to $5.8 billion in Q1. Its stock closed up 18%.https://devtake.dev/article/amd-q1-2026-ai-chip-record-rally/https://devtake.dev/article/amd-q1-2026-ai-chip-record-rally/AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.Thu, 07 May 2026 11:45:00 GMThardwareamdai-chipsai-infrastructuresemiconductordata-centerslisa-suearningsnvidiahiro-tanaka