AI News Daily | Intel Joins Terafab, US-China AI Model War, BCG Jobs Analysis, SoftBank’s Largest DC

Intel Joins Musk’s $25B ‘Terafab’ AI Chip Factory Project with SpaceX, Tesla, and xAI
Intel has announced it will join Elon Musk’s ‘Terafab’ AI chip factory project. The $25 billion initiative will see Intel partner with SpaceX, Tesla, and xAI to build a new semiconductor manufacturing facility in Texas. Intel stated: “Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab’s aim to produce 1 TW/year of compute.” The move answers questions about how SpaceX and Tesla, with no semiconductor experience, could execute such an ambitious project. Intel, once the leading US chip producer, has now secured major anchor customers for its foundry business. Intel stock rose more than 3% on the news.

OpenAI, Anthropic, and Google Unite to Combat Unauthorized Chinese AI Model Copying
Three of America’s biggest AI companies have started working together to combat unauthorized copying of their AI models by Chinese competitors. Through the ‘Frontier Model Forum’ founded in 2023, the companies are sharing intelligence to detect adversarial distillation — where outputs of existing AI models are used to train cheaper copycat models. US authorities estimate this practice costs Silicon Valley labs billions of dollars in annual revenue. OpenAI warned Congress in February about DeepSeek’s increasingly sophisticated extraction methods, while Anthropic identified DeepSeek, Moonshot, and Minimax as key actors. The collaboration mirrors cybersecurity industry practices of sharing attack data.

BCG Analysis: AI Will Reshape 50-55% of US Jobs, 10-15% Could Be Replaced
A new Boston Consulting Group analysis reveals AI will “reshape” 50-55% of US jobs over the next three years, with 10-15% potentially replaced over five years. BCG examined tasks across 1,500 occupations using government labor data. Call center jobs face significant cuts as AI reduces costs without proportionally increasing demand, while software engineering demand is projected to grow. Jobs requiring physical presence or interpersonal skills, such as plumbers and therapists, will see minimal impact. BCG urges business leaders to focus on reskilling rather than reflexive layoffs.

SoftBank to Build World’s Largest AI Data Center (10GW) at DOE’s Ohio Site
SB Energy, a SoftBank Group company, has announced a public-private partnership to construct the world’s largest AI data center at the US Department of Energy’s Portsmouth Site in Ohio. The facility will have a massive 10-gigawatt capacity. US Energy Secretary Chris Wright, Commerce Secretary Howard Lutnick, and SoftBank CEO Masayoshi Son highlighted the project’s significance. A simultaneous $12 billion deal with Meta was also announced, positioning Ohio as a rapidly emerging hub for US AI infrastructure. The project leverages federal land amid surging power demand for AI data centers.

Uber Adopts Amazon’s Custom AI Chips (Trainium & Graviton) to Move Beyond GPU Dependency
Uber is now using Amazon Web Services’ custom-designed chips — Graviton4 and Trainium3 — to speed up computing and train AI models. Graviton4 optimizes driver-rider matching, while Trainium3 accelerates machine learning model training. As AI workloads become heavier and more expensive, major companies are shifting from standard GPUs toward specialized, cost-efficient hardware. This move demonstrates the success of Amazon’s custom chip strategy against Nvidia’s GPU dominance and reflects the growing importance of custom silicon in cloud computing.