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.
The National Transportation Safety Board (NTSB) reported that a Tesla driver pressed the accelerator pedal to 100%, overriding the Full Self-Driving (FSD) software, before crashing into a house in Katy, Texas, killing a resident. The Tesla was travel...
Google has announced its biggest solar power and battery storage purchase, investing in a project in Arkansas that will generate enough electricity to meet about 6% of the state's peak demand. The project, developed with Cypress Creek Energy, will ad...
Deutsche Bank reaffirmed its Buy rating on Tesla stock, setting a 12-month price target of $465, implying a 17% upside. The bank highlighted Tesla's long-term growth potential driven by autonomy, robotics, and AI, despite expecting Q2 earnings per sh...
The global hybrid robots market is projected to grow from $5.68 billion in 2026 to $10.03 billion by 2030, with a CAGR of 15.3%. Growth is fueled by advances in AI, autonomous operations, and smart manufacturing, alongside rising demand for robots in...
Tesla reported record vehicle deliveries in Q2 2026, but demand quality is weakening due to heavy discounts and lower average selling prices. Despite strong revenue growth, Tesla is expected to have negative free cash flow in 2026–2027 as capital spe...
