Tesla CEO Elon Musk announced plans to build an AI inference chip that he claims will outperform NVIDIA's by 2-3 times at just 10% of the cost. This chip, called AI5, taped out in April, is critical for Tesla's autonomous driving ambitions and is expected to enter production in 2027, followed by AI6 in 2028. Tesla's chip manufacturing will be supported by Terafab, a joint venture with Intel, which recently revived its foundry business. While NVIDIA remains dominant with massive revenue and advanced technology, Musk's bold timeline and vertical integration strategy could reshape AI chip economics if successful. Investors remain cautious, watching for production milestones and cost efficiencies.
Tesla shares fell about 3.7% ahead of SpaceX's planned IPO on Nasdaq this Friday, where 555.6 million Class A shares will be priced at $135 each, valuing SpaceX at roughly $1.75 trillion. This IPO will make Elon Musk the head of two of the world's la...
Alex Sacerdote of Whale Rock Capital explains his investment approach of buying tech stocks like Nvidia, Tesla, Apple, and Amazon based on their forward earnings power tied to S-curve growth, not current earnings. He highlights how the market often u...
SpaceX's upcoming IPO is fueling speculation that it could enhance Tesla's AI narrative by combining vehicle data, engineering talent, and computing power. Tesla investors are watching closely as a potential merger could give Elon Musk greater contro...
Elon Musk revealed plans for Terafab, a huge 100 million square foot chip factory targeting one terawatt of annual compute hardware output, about double current U.S. chip consumption. The project involves Tesla, SpaceX, and Intel, aiming for vertical...
Nvidia announced its first commercial humanoid robot, Isaac GR00T, built with Chinese company Unitree Robotics, combining hardware from China and Singapore with Nvidia's AI brain. Unitree quickly received IPO approval in China, signaling strategic im...
