Tesla is a US electric vehicle and energy company led by Elon Musk. Recent coverage has focused on a strategic shift: after losing its EV sales crown, Tesla is turning to autonomous driving and software subscriptions, while Musk said SpaceX and Tesla are exploring a merger and the two companies formed special committees to discuss it. Tesla and SpaceX also committed $16.8 billion to phase one of the Texas Terafab chip project, and the Roadster was revealed using SpaceX technology.
Data Center Buildout Could Help Energy PricesArushi Sharma Frank of Luminary Strategies says data centers can be assets to energy resources and the power grid; she discusses how midterm results may impact the AI buildout and why Elon Musk's plan to put data centers in space diversifies the chip sector.
Tech leaders adopt Trump's "Super Intelligence" rebrand of AIAfter Trump ordered government documents to replace "AI" with "Super Intelligence" (SI) via executive order, Microsoft, SpaceX, Meta, Tesla and IBM used the term in earnings-season filings. One SpaceX filing used SI 85 times, and Microsoft heralded a "Super Intelligence era."
Trump declares robot imports a national security threatPresident Trump issued an October 28 proclamation declaring imports of foreign-made industrial robots a national security threat, ordering new trade negotiations and holding out possible tariffs. The move could complicate operations for major US companies relying on such robots, including GM, Ford, Tesla, Boeing, and Lockheed Martin.
Simantic launches firmware simulation for AI agentsY Combinator-backed Simantic launched a firmware simulation layer that lets AI agents test and validate firmware without hardware, cutting validation time from hours to seconds. The platform offers virtual dev boards, AI code review, and CI/CD pipelines for safety-critical domains like flight controllers, EVs, robotics, and satellites.
Tesla gives up EV crown, pivots to autonomy raceAfter losing its EV crown, Tesla is pivoting to autonomous driving and software services for recurring revenue. Musk revealed Tesla and SpaceX are exploring a merger to accelerate autonomy.
Musk wants SpaceX-Tesla merger; Meta deal to keep ZuckerbergElon Musk wants a SpaceX-Tesla merger, Meta made a deal to keep Mark Zuckerberg, and the battle of the AI agents is intensifying.
SpaceX and Tesla Form Special Committees to Discuss MergerSpaceX and Tesla have formed special committees to discuss a merger. SpaceX's credit risk is high as it is about to borrow another $40 billion to spend on Nvidia chips. The merger's appeal depends on belief in Musk's Mars vision.
Musk Says SpaceX and Tesla Are Exploring a MergerElon Musk said SpaceX and Tesla are exploring a merger, according to The New York Times. If realized, the deal would combine two companies led by Musk, though no further details were disclosed.
OpenAI builds humanoid robots, Altman targets 2027 demoSam Altman confirmed OpenAI is developing its own humanoid robots, targeting a first demonstration in 2027 and recruiting hardware specialists for factory and data center work. No design or commercial launch date has been revealed; the move pits OpenAI against robotics giants such as Tesla.
From model training to deployment optimization: an AI engineer's career reflectionAn AI engineer with a PhD describes moving from model training at a startup to network deployment at a FAANG company. He believes frontier LLMs now outdo him at proposing training ideas, while edge deployment knowledge is confidential and empirical, making LLMs less useful there; he sees the move as likely correct despite FOMO about training.
Barry Ritholtz: AI selloff tests investor confidenceRitholtz Wealth Management's Barry Ritholtz told Bloomberg that AI remains transformational but investors face a hard task picking winners, discussing CoreWeave's selloff, AI financing and valuation concerns, and Tesla's EV competition.
Big Tech earnings meet AI anxietyBloomberg's show noted Big Tech earnings are in high gear as AI anxiety rattles investors, while Fed Chair Kevin Warsh stayed silent on rates, fueling bets the Fed holds steady this month. Tesla's Roadster was revealed using SpaceX technology, and Netflix saw a major shakeup at the top.
Veritas expands anti-counterfeit chip to jewelry, trophies, fragrance bottlesStartup Veritas is tackling increasingly convincing "superfakes" with its own chip that verifies goods, founded by former Tesla engineer Luci Holland. It is expanding the technology from fashion brands to jewelry, trophies and fragrance bottles.
Industrial Next lets factory robots switch tasks in minutesAt TechCrunch Disrupt 2026, Industrial Next presented AI-driven robotic stations using proprietary foundation models to cut production line retooling from weeks to minutes, and announced a partnership with BMW Group Technology Office to evaluate dexterous manipulation.
Musk's Terafab chip plan could make Intel an AI winnerElon Musk's Terafab project plans a semiconductor manufacturing site in Texas, with Tesla and SpaceX committing $16.8 billion for phase one and targeting annual chip output to support 1 terawatt of computing. Intel's confirmed participation could give its foundry business a major customer.
MIT: Humanoid robot breakthroughs won't change life soonDespite Musk calling Optimus Tesla's biggest product ever with a possible 2027 launch, Huang saying humanoids will match human ability this year, and Morgan Stanley projecting nearly 1 billion units and a $5T market by 2050, today's robots still fail often, so breakthroughs won't change daily life soon.
TSMC in Talks to Join Musk's Texas Terafab ProjectElon Musk confirmed TSMC and his companies are discussing a chipmaking partnership in Texas. The project could make TSMC a supplier to Tesla, SpaceX and xAI.
Tesla Sell Ratings Slide as Analysts Eye Musk's AI AmbitionsTesla shares have tumbled in 2026, but Wall Street analysts are increasingly reluctant to recommend selling, reflecting attention on Musk's AI ambitions.
Tesla Workers Balk at Training Optimus Robots as ReplacementsTesla's pivot from EVs to humanoid robots is hitting obstacles. The Information reports that Optimus's complex hands are hard to build and workers are resisting training their own replacements; Fremont stopped making Model S and Model X in May 2026 and shifted line workers and engineers to Optimus.
Morgan Stanley: Physical AI Could Multiply Global GDPMorgan Stanley's Adam Jonas says converging AI and robotics could transform the global economy and potentially multiply GDP as physical AI spreads across transportation, manufacturing and daily life. He argues the robotics race is tied to rebuilding US manufacturing, China leads key supply chains, and Tesla and SpaceX could play complementary roles.
Greece PM: No government ready for AI's coming impactGreek Prime Minister Kyriakos Mitsotakis, on a trade mission in San Francisco, candidly admitted that governments are not ready for what AI is about to do. The trip mixed fact-finding with pitching Greece, whose economy is repaying debt at record pace, borrowing more cheaply than the US, and set to regain MSCI developed-market status next year.
NVIDIA Launches DSX Ready for AI Factory Power, CoolingNVIDIA introduced DSX Ready, a qualification program initially covering battery energy storage systems and cooling distribution units, with Tesla, LG Energy Solution and Hitachi Energy among qualified partners. It aims to help builders evaluate power and liquid-cooling options against AI factory reference designs and cut integration risk.
Grok Voice Transcribe 2.0 Doubles AccuracyxAI released Grok Voice Transcribe 2.0, claiming twice the accuracy of version 1.0 at the same price. It ranks first for accuracy among 32 streaming models on the Artificial Analysis leaderboard and improves on 1.0 across four internal production sets: telephony support calls, Grok conversations, spoken credentials, and multilingual commands. It handles dozens of languages with automatic detection.
Tesla audit report lifts Chinese robotics suppliersA local report said Tesla teams visited China to audit suppliers and place extra orders to boost Optimus humanoid production, prompting shares of Chinese robotics-component suppliers to rise.
The A.I. Daily