Source item
Open original source ↗$TSLA has only spent about $2B in the past 6M on “AI Infrastructure”, “Computer Equipment” and “Construction in Progress”. That’s about 1% of the AI-related Mag7 spend. https://t.co/hGIMJsjViG
Quoted context
These are the quoted author’s words.
Elon is already hyping Tesla’s AI5 and AI6 chips as game changing. Most companies struggle to design a decent EV. Tesla is building its own silicon. That’s not vertical integration, that’s vertical domination $TSLA
iamtomnash ↗