#tesla

#tesla

The AI5 chip is Tesla's next-generation hardware chip for its self-driving program, Optimus humanoid robots, and other AI-driven features in both vehicles and other applications. It will be the successor to the current AI4, previously known as Hardware 4, which is currently utilized in Tesla's newest vehicles. AI5 is specially optimized for Tesla use, as it will work alongside the company's Neural Networks to focus on real-time inference to make safe and logical decisions during operation.

Tesla's shareholders are ready to vote tomorrow on whether to give Elon Musk an even more vast slice of the company in an effort to keep him focused on selling electric vehicles. Currently, the trolling tycoon appears a little obsessed with the UK, a place he appears to conflate with Middle Earth, which investors may or may not take into account when making their decision. What they ought to take into account is how many cars Tesla sold last month.

Markets are still concerned that AI valuations are stretched. Leading recent AI losses, Palantir ( NASDAQ: PLTR) dropped, even after beating earnings estimates with solid guidance to boot. EPS of 21 cents beat estimates of 17 cents. Revenue of $1.18 billion was above estimates of $1.09 billion. While impressive, the market has become nervous about Palantir's valuation - especially as it trades at 200x forward earnings.

As noted in a report from Korea JoongAng Daily, the demand for energy storage systems has been growing rapidly in North America, thanks in no small part to the surge in AI investments across numerous companies. With this in mind, Tesla has reportedly approached Samsung SDI about a potential battery supply deal. The deal is reportedly worth over 3 trillion Korean won (approximately $2.11 billion) and will span three years, according to The Korea Global Economic Daily.

That sounds like a lot, but when you crunch the numbers, the cash savings are disappointing. Experts are predicting that electric car sales in the United States will plummet after the $7,500 federal tax credit's demise. As a result, Tesla, the biggest player in the industry, is trying to attract buyers with all sorts of special offers, now that all the cars in its lineup are effectively $7,500 more expensive.

Tesla and Waymo are the two true leaders in autonomous ride-hailing to an extent. Tesla has what many believe is a lot of potential due to its prowess with the Supervised Full Self-Driving suite. It is also operating a driverless Robotaxi service in Austin with a "Safety Monitor " that sits in the passenger's seat. Tesla explains why Robotaxis now have safety monitors in the driver's seat

"That is what we demanded two years ago and that is what we are demanding today,"

The US main transportation safety regulator said on Friday it is seeking information from Tesla about a new driver assistance mode dubbed Mad Max that operates at higher speeds than other versions. Some drivers on social media report that Tesla vehicles using the more aggressive version of its full self-driving (FSD) system could operate above posted speed limits. NHTSA is in contact with the manufacturer to gather additional information, the National Highway Traffic Safety Administration (NHTSA) said in a statement.

Over the past year, on the day after Tesla unveils its latest quarterly report, this writer has calculated a metric I call the " Musk Magic" Premium. Put simply, the figure demonstrates how much of the EV pioneer's valuation is explained by its current performance, and what portion rests on investors' bet that Musk will deliver super-big on sundry promised innovations, from robotaxis to humanoid robots- areas where money-making versions haven't materialized, and keep getting delayed.

Elon Musk's Tesla reported an $80 million gain on its Bitcoin holdings in the third quarter of 2025, benefiting from the crypto market's rebound without making any new trades. According to Tesla's Q3 filing released on Wednesday, the electric vehicle maker continues to hold 11,509 BTC - valued at roughly $1.31 billion as of September 30, up from $1.23 billion in Q2. The increase came entirely from Bitcoin's price appreciation, not from additional purchases or sales.

As could be seen in Tesla's Q3 2025 Update Letter, the company posted GAAP EPS of $0.39 and non-GAAP EPS of $0.50 per share. Tesla also posted total revenues of $28.095 billion. GAAP net income is also listed at $1.37 billion. Tesla's total revenue increased 12% YoY to $28.1 billion, while operating income decreased 40% YoY to $1.6 billion. This means that for Q3 2025, Tesla's had a 5.8% operating margin. Tesla's quarter-end cash, cash equivalents and investments was $41.6 billion.