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5 stories tagged Tesla

Dan Ives Reaffirms Bullish AI Outlook Following Asia Trip, Points to Potential Tesla-SpaceX Combination
industry

Dan Ives Reaffirms Bullish AI Outlook Following Asia Trip, Points to Potential Tesla-SpaceX Combination

Tech analyst Dan Ives reported strong underlying demand for AI hardware after visiting South Korea and Taiwan, brushing off market volatility and bear thesis concerns. He also addressed rising debt risks in cloud infrastructure, political uncertainty surrounding data center expansion, and the strategic rationale for a Tesla-SpaceX merger.

via Anthony Pompliano#AI Infrastructure#Tesla#Spacex
industry

Intel Partners with Elon Musk's Terafab

Intel is partnering with Elon Musk's Terafab to design and build an AI chip factory in Austin, Texas. The facility will supply AI chips to SpaceX and Tesla, supporting Musk's plans for self-driving cars and humanoid robots.

via The Verge AI#AI#Chip#Tesla