Recently, Elon Musk announced on social media that a technical review of the Tesla AI5 chip design will take place this Saturday, and a series of meetings regarding artificial intelligence, the Optimus humanoid robot, and automotive production are scheduled for next week. This Saturday’s technical review will unveil Tesla’s ambitions for the next-generation AI chip … Read more
Remember to star our public account ⭐️ to receive timely updates. After securing a $16.5 billion chip contract with Samsung, why does Tesla still want to partner with Intel? This seemingly redundant collaboration actually hides a triple industry shift: 1. Tesla’s Supply Chain: From Dependence to Balance The Samsung AI6 chip has already secured the … Read more
The best-performing direction today is AI+ humanoid robots in applications. I have repeatedly mentioned the 5+1 directions to focus on in robots during my recent articles, noon classes, and evening programs. The 5 refers to five hardware components (dexterous hands, ball screws, bearings, reducers, motors, and materials like electronic skin), while 1 refers to the … Read more
Today, Musk invested1 billion USD to increase his stake in Tesla stocks, reflecting his optimism about autonomous driving and robotics. I would like to share with you themain suppliers of sensors for Tesla’s humanoid robot, Optimus. The sensing system is key to its perception of the environment and achieving precise operations. To help you quickly … Read more
Elon Musk Predicts: The AI5 Chip Will Reshape the Era of Edge AI, How Tesla Protects Travel Safety with Millisecond Speed Read More: Edge Inference AI Technology vs. Strategic Transformation of Mining Companies AI-Driven, Which Company Will Be the Next $1T? Profit Margins Comparable to Nvidia In the rapidly developing AI technology landscape of 2025, … Read more
When Musk stamped the AI5 chip with the mark of “epic”, three key data points are injecting powerful valuation momentum into Tesla: the inference cost of a 250 billion parameter model has been compressed to one-third of that of competitors, achieving a disruptive breakthrough in performance and efficiency; the gross profit per vehicle software is … Read more
Observations and Thoughts on Leading Stocks in a Chaotic Market Chuanhuan Technology’s UQD Technology: Benchmarking Against International Giants, Positioning in the Core Competitiveness of the Nvidia Supply Chain Deep Collaboration Rather Than Concept Overlap: Solid-State Battery + PCB Dual Concept Targets and Logic Shareholders + Partners! Shenghong Technology Joins Forces with Founder Technology, Positioning in … Read more
The robotics sector has surged, with PEEK, reducers, and actuators all experiencing significant increases. Why does the sector fluctuate so much?1. Musk has received a substantial compensation plan, which includes the delivery of 1 million robots as one of the requirements, leading to increased attention on the humanoid robot industry. Tesla recently released “Master Plan … Read more
Tesla has publicly released the “Part 4 of the Master Plan” long anticipated by CEO Elon Musk. Unlike previous detailed product roadmaps, this plan focuses on an abstract vision of achieving sustainable prosperity through AI and robotics technology. Tesla has proposed five principles in this master plan: unlimited growth, innovation eliminating constraints, technology solving real … Read more
[Content Summary] The Tesla humanoid robot supply chain is triggering profound changes in the manufacturing industry. Through AI-driven hardware architecture innovation, Optimus achieves breakthroughs in cost and performance, forcing a reconstruction of precision component pricing. Chinese companies dominate key areas such as sensors and motors, while the software ecosystem builds a deeper moat. The technological … Read more