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 integration in chip design and manufacturing to support Tesla's AI and autonomous tech. SpaceX may invest $122 billion, while Intel brings foundry expertise. Terafab could reshape the semiconductor industry, benefiting Intel and ASML but carries high execution risk with uncertain timelines. Investors should watch for SpaceX's IPO details and Intel's formal commitments.
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...
Tesla is increasingly viewed not just as an electric vehicle maker but as a robotics company leveraging AI, autonomous systems, and manufacturing scale. While its car sales growth slows amid rising competition, Tesla’s unique assets—massive real-worl...
Tesla's recent electric vehicle sales growth in China and the EU, along with advancements in Full Self-Driving (FSD) and robotaxi technology, indicate the company is undervalued based on accounting earnings. The analysis suggests Tesla's reported ear...
Tesla CEO Elon Musk predicts that by the end of 2024, traditional human-readable coding will become obsolete as AI will directly create machine code. This shift could accelerate Tesla's autonomy and AI projects, including Optimus robots and AI proces...
The upcoming SpaceX IPO, expected around mid-June with a $135 share price, could pull about $50 billion from retail investors reallocating funds from crypto and semiconductor stocks like Bitcoin and AMD. BNP Paribas analysts suggest retail investors ...
