Forget AI Hyperscalers: Tesla May Own the Most Valuable AI Application

While investors fixate on Tesla's vehicle deliveries and margins, a quieter transformation is underway that positions the company to compete directly with the hyperscalers reshaping the global...

24/7 Wall St.·Jul 11

Tesla plans to sell modular AI data center hardware called ‘Megapod’

Tesla wants to sell modular AI data center hardware, according to a new trademark application for a product called “Megapod.” The filing describes a complete, self-contained computing system for AI...

Electrek·Jun 21

With The SpaceX IPO Imminent, Nvidia And Tesla Accelerate The Race For Physical AI

Nvidia and Tesla lead contrasting strategies in a global race for physical AI and humanoid robotics, addressing severe labor shortages across China and the US.

Forbes·Jun 9

Tesla, Air France-KLM and others push bold acquisition moves

April 2026 saw a series of high-value acquisitions across sectors, from Tesla’s $2 billion AI hardware deal to Air France-KLM’s bid for TAP Portugal. Other major moves included QXO’s $17 billion ...

MSN·Apr 26

Tesla stock climbs premarket: Elon Musk says Cybercab production is officially on, touts AI edge

The stock is still down about 7% this week after Q1 results showed a massive jump in capex for its AI robotics and manufacturing initiatives. ・The new acquisition aligns with Tesla’s broader chip ...

Stocktwits on MSN·Apr 24

Tesla Ends Dojo Supercomputer Project, Focuses on Next-Gen AI Chips

Tesla shuts down its Dojo AI supercomputer, ending in-house chip efforts as Elon Musk shifts focus to AI5/AI6 chips and external tech partnerships.

eWeek·Aug 12

JPMorgan says Tesla-SpaceX merger idea has logic: is TSLA a buy now?

The news adds a credible “platform” narrative: EVs + batteries + autonomy/robotics paired with SpaceX launch/Starlink/space-based compute. That can re-rate TSLA if Q2 confirms improving core momentum...

Invezz·Jul 8

Tesla's AI brain

The electric vehicle manufacturer's newest semiconductor chip could help it bring its AI ambitions to fruition.

The Motley Fool·Jun 16

Can AI and robotics revive Tesla? ETFs worth considering

Tesla's TSLA growing focus on robotics and autonomous taxis is becoming increasingly central to its long-term growth story, prompting a more constructive view among some analysts. Reflecting this ...

Zacks Investment Research on MSN·Jun 5

Tesla is making a $2 billion bet on hardware as AI-focused SpaceX IPO draws near. Is TSLA stock safe to buy?

Tesla’s (TSLA) first-quarter earnings gave investors a mixed but important signal. The company delivered an unexpected free cash flow surplus, and revenue came in slightly above Wall Street estimates.

MSN·Apr 24

Tesla Just Placed a $2 Billion Bet on AI Hardware—With Almost No Details

inc.com·Apr 23

Tesla starts FSD v14 ‘Lite’ rollout to HW3 cars

Tesla started rolling out FSD v14 'Lite' to HW3 cars, but it's still a supervised Level 2 system — not the unsupervised self-driving owners paid for.

Electrek·Jun 29

Tesla Stock Slips Premarket: Ross Gerber Sees Tesla-SpaceX Merger Forming A ‘Berkshire Hathaway Of AI’

Stocktwits·Apr 27

Tesla's hidden US$2 billion AI hardware deal points to deeper chip, compute ambitions

Tesla has quietly taken a significant step deeper into artificial intelligence (AI), disclosing a US$2 billion acquisition of an unnamed AI hardware company in a single sentence buried in its latest...

Digi Times·Apr 24

How Rivian’s New Vehicle AI Competes With Tesla

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. The interior of the new Rivian R2 electric vehicle at the Rivian South Coast Theater in ...

Forbes·Feb 28