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17:30
Jul 22 ◎
Jul 22 ◎
TSLA
005930.KS
TSM
PCRFY
▾
HIGH
Management expresses strong confidence in demand, FSD adoption, and product ramp (Optimus, Robotaxi, energy), leading to a positive guidance tone despite heavy investment cycles.
"This is going to be a great year for Tesla, I think. One of our best years ever. And then I think next year will be even better."
TSLA WATCH
Samsung and TSMC are building multi-billion dollar fabs specifically for Tesla's AI compute needs, indicating Tesla's influence on semiconductor capex. — These dedicated investments signal long-term demand for AI chips from Tesla, driving revenue for these foundries and potentially diverting capacity from other customers.
"Samsung and TSMC in particular are building fabs, TSMC in Arizona and Samsung in Texas, and putting in Tens of billions of dollars to build AI compute for Optimus and Robotaxi."
005930.KS WATCH
TSM WATCH
Panasonic is investing billions in battery cell production, underscoring continued vertical integration and scaling of battery supply for Tesla's energy and automotive businesses. — Battery cell supply remains a critical constraint; Panasonic's investment supports Tesla's ramp in vehicle production and energy storage deployments.
"Panasonic has also invested many billions in increasing battery cell production."
PCRFY WATCH
HIGH
17:30
Apr 22 ◎
Apr 22 ◎
TSLA
INTC
XAI.PVT
▾
HIGH
Tesla is embarking on a massive capex cycle ($25B+ in 2026) for six factories and AI infrastructure, with management confident this investment will deliver long-term growth despite near-term negative free cash flow.
"While this may seem a lot and we will have the impact of negative free cash flow for the rest of the year, we believe this is the right strategy to position the company for the next era."
TSLA WATCH
Intel is providing leading-edge 14A process technology for Tesla/SpaceX's TerraFab chip fab, signaling a major customer win for Intel foundry.
"Intel is excited to partner with us on some of the core manufacturing technologies. So we plan to use Intel's 14A process"
INTC WATCH
xAI's Grok model will serve as the high-level orchestration and voice AI for Optimus robots, deepening the integration between the two Musk-led companies.
"if you want to talk to Optimus and have a Grok-level conversation, you need to connect to a Grok-level AI for that"
XAI.PVT WATCH
HIGH
17:30
Jan 28 ◎
Jan 28 ◎
XAI.PVT
NVDA
TSM
005930.KS
▾
HIGH
Tesla's strategic investment in xAI and integration of Grok into its fleet management signals deepening collaboration, likely boosting xAI's commercial prospects.
"if there are things which XAI can help accelerate our progress, then why should we not do that? That is the reason why we've gone ahead with such an investment"
XAI.PVT WATCH
Confirms Tesla's ongoing reliance on NVIDIA GPUs for AI training, supporting sustained demand for NVIDIA's data-center hardware.
"when we do training, it's a combination of the AI4 chips and NVIDIA hardware primarily that we do training with"
NVDA WATCH
Tesla has committed chip supply agreements with TSMC's Arizona fab, supporting TSMC's US expansion and securing a key supplier.
"we have chip supply deals with TSMC in Arizona"
TSM WATCH
Tesla also sources chips from Samsung's Texas facility, indicating a diversified chip supply strategy.
"Samsung in Texas"
005930.KS WATCH
HIGH
17:30
Oct 22 ◎
Oct 22 ◎
TSLA
OPENAI
GOOGL
005930.KS
NVDA
▾
HIGH
Tesla signals imminent unsupervised FSD rollout and plans to aggressively expand production, reflecting strong confidence in autonomy and demand.
"we are expecting to have no safety drivers in at least large parts of Austin by the end of this year. So within a few months, we expect to have no safety drivers at all, at least in parts of Austin."
TSLA WATCH
Tesla's CEO positions xAI's Grok as a direct competitor to OpenAI's ChatGPT, but no direct Tesla business impact.
"XAI and Grok are competing with Google Gemini and OpenAI, ChatGPT, and that kind of thing."
OPENAI WATCH
Google's Gemini is named as a competitor to xAI's Grok, but no direct Tesla business implications.
"XAI and Grok are competing with Google Gemini and OpenAI, ChatGPT, and that kind of thing."
GOOGL WATCH
Samsung is confirmed as a key supplier for Tesla's AI4 computer and will also manufacture AI5 chips, reinforcing their relationship and potential revenue stream.
"I have nothing but great things to say about Samsung. They're an amazing company. And Samsung, it is worth noting, does manufacture our AI4 computer and does a great job doing that."
005930.KS WATCH
Tesla continues to use NVIDIA GPUs for training, indicating sustained demand from Tesla for NVIDIA hardware despite developing proprietary chips.
"We already use AI4 for training in our data center. So we use a combination of AI4 and NVIDIA hardware. So we're not about to replace NVIDIA, to be clear, but we do use both in combination."
NVDA WATCH
HIGH
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