Citing 'Geopolitical Risk,' Elon Musk Reiterates Tesla's 'TeraFab' Chip-Building Effort Amid AI Push

CEO Elon Musk has shared that the company would need to scale up its "TeraFab" in-house chip-building efforts amid an AI push during its earnings call. Chips Are The ‘Limiting Factor' For Tesla's Growth On Wednesday,
Crypto Briefing

Musk says Tesla needs to build its own chip factory to avoid constraints and secure future AI growth

Tesla considers building "Terafab" chip factory to meet AI demands, targeting AI5 and future chips, citing supply and geopolitical risks.
Electrek

Tesla puts 4680 battery cells back in Model Y; Here’s why

Tesla has started building Model Y battery packs with its in-house 4680 cells again, more than two years after

Tesla Q4 earnings recap: Musk talks $2 billion xAI investment, Optimus 3 — and makes shock announcement

Tesla earnings beat Wall Street's estimates. The stock rose in after hours trading. A call with analysts is scheduled for 5:30 p.m. ET.
autoevolution

Musk's Bet That Tesla Will Build a Chipmaking Fab Where He Could "Smoke a Cigar" Is Stupid

Tesla has conquered the world by betting on vertical integration, but some highly specialized parts, like chips, are still built by third-party suppliers. In a recent interview, Elon Musk hinted at establishing a Tesla 2-nm chipmaking factory. However ...
Opinion
ElectrekOpinion

Tesla is committing automotive suicide

Tesla's Q4 2025 earnings call made one thing painfully clear: the company is no longer interested in being an automaker.
Fast Lane Only on MSN

Tesla just declared the robot era more important than the EV era

Tesla has drawn a stark new line between its past and its future. After years of defining the modern electric vehicle market, the company is now telling investors that humanoid robots and autonomous taxis will matter more to its destiny than sedans and SUVs.