Core Insights - Tesla has established a strong AI chip and circuit board engineering team, successfully designing and deploying millions of AI chips for its smart vehicles and data centers, which solidifies its technological leadership in real-world AI [1] - Tesla has officially entered an annual AI chip iteration cycle, planning to launch a new generation AI platform approximately every 12 months, with a production target of up to 200 billion AI chips annually to support its expanding FSD fleet and future projects like Optimus robots and Cybercab autonomous taxis [2] Production Strategy - To overcome chip supply bottlenecks, Tesla is implementing a dual strategy of "self-built + diversified procurement," which includes advancing the construction of TeraFab-level wafer fabs to meet its anticipated semiconductor demand [2] - Tesla has integrated partnerships with TSMC and Samsung for the production of AI5 and next-generation AI6 chips, while also planning to include Intel's foundry services in its supply chain [2] - Despite the essential support from top chip manufacturers, Tesla recognizes that their capacity alone cannot fully meet its growth needs, making the establishment of its own wafer fabs a logical necessity [2]

Core Viewpoint - Elon Musk proposes a revolutionary vision of deploying AI computing centers in space, driven by the need for sustainable energy and cooling solutions for large-scale AI data centers on Earth [1][2]. Group 1: Vision and Rationale - Musk believes that operating large-scale AI systems in orbit will be more cost-effective than on Earth within the next four to five years, primarily due to "free" solar energy and easier cooling technologies [2]. - He estimates that achieving a continuous computing capacity of 200 to 300 gigawatts (GW) would require building large and expensive power plants, which is impractical given the current energy infrastructure [2][4]. - Musk's plan involves deploying 100 GW of solar-powered AI satellites annually, which could potentially exceed the total electricity consumption of the U.S. [4][6]. Group 2: Technical Challenges - The construction of large AI data centers in space faces significant challenges, including the need for massive heat dissipation structures and the high costs associated with launching thousands of spacecraft [7][8]. - Current technology for high-performance AI accelerators may not withstand the radiation in geostationary orbit (GEO) without substantial modifications, which could hinder the feasibility of building AI data centers in space [7][8]. - The proposed project requires advancements in high-bandwidth connections to Earth, autonomous maintenance, and debris avoidance technologies, which are still in their infancy [8].

Elon Musk claims the new steering wheel-less, pedal-less Cybercab goes into production in April. But Tesla doesn’t have a regulatory exemption needed to sell it — it hasn't even applied for it.Read more: https://t.co/2UFxgKICC5 https://t.co/5pqMv79gJi ...

AI浪潮正以不可阻挡之势重塑全球，从工厂流水线到写字楼办公室，从基础客服到专业白领岗位，这项技术已不再是遥远的科幻概念，而是深度渗透就 业市场的"变革之力"。 最新数据显示，世界经济论坛预测AI将在未来5年内取代9200万个工作岗位，同时催生1.7亿个新岗位；摩根大通更给出激进预判：20年内15%的现有岗位 将被AI替代，却可能推动全球GDP增长7万亿美元。 撰文| 钱亚光 编辑| 张 南 设计| 荆 芥 一边是"失业焦虑"蔓延，一边是"生产力爆发"的期待，这场矛盾风暴中，11月19 日华盛顿特区肯尼迪中心的美沙投资论坛（US-Saudi investment forum） 成为焦点——科技圈两大巨头直接"对垒"未来。埃隆・马斯克（Elon Musk）抛出石破天惊的预言：10-20 年内工作将成 "可选的爱好"，金钱将变得不再 重要！ 而英伟达 CEO 黄仁勋（Jensen Huang）却当场唱起反调，直言"AI 不会让你失业，但会让不用AI的人失业"，这场关于人类未来的终极辩论，瞬间点燃全 场热议！ 01 马斯克：未来10-20年工作成选择，金钱无关紧要 马斯克大胆预测，在未来10到20年，工作将不再是人类 ...

中美贸易战就像路易十六，根本看不到头。 川子这边刚和咱们签完一年期 " 停战协议 " ，结果美国车企就又来上压力了。 前几天，美国《华尔街日报》就报道说，特斯拉很有可能在未来一到两年内，不再使用中国生产的零部件制造美国本土汽车，咱们国内的一些企业，估计 又要被 gank 一波。 不是，老马，你想干嘛？这边吃着中国的饭，回去就想砸咱们的碗？ 其实说实话，这事儿还真由不得他。在今年 5 月的时候，特朗普就表示，美国汽车制造商必须在美国本土完成整车和零部件的全部生产，否则就是各种关 税伺候。 原因就是美国一直以来的政策。比如在 2023 年，老美出台的《通胀削减法案》，直接包含了对咱们电池产品的禁令。 法案里明确要求，美国车企使用的电池组件和关键矿物（比如锂、镍、钴、石墨），不能有中国、俄罗斯、朝 鲜、伊朗等企业的成分，否则就拿不到 7500 美元的税收减免。 | 抵免项目 | 抵免金额 | 适用条件 | 例外条件 | | --- | --- | --- | --- | | 关键矿产 税收抵免 | 3750美元 | 电动车所用材料和"关键矿 物"须有一定比例开采来自 | 如果电池原材料的关键矿物是 由受特定政府（包 ...

全球首富马斯克从来不走寻常路，总有一些近乎疯狂却极具前瞻的技术浪潮与商业计划。但这一次，中国人比他先走一步。当然，算力上天的竞争才刚刚 开始。 特斯拉跑车进太空 2018年，马斯克将自己的红色特斯拉Roadster跑车送上了太空。那是SpaceX猎鹰重型运载火箭的首飞，为了证明自己火箭的强大运载能力，他决定送一点 特别炫酷的东西进入外太空，最终选择了自己的特斯拉座驾。 这是外太空首次出现(地球人的)汽车。车内坐着一个穿着SpaceX宇航服的假人，循环播放着大卫·鲍伊的歌曲《Space Oddity》，中控上显示着Don't Panic(别恐慌)，这是在致敬科幻经典《银河系漫游指南》。 七年时间过去了，这辆车还在日心轨道上飘着， 变成了一个人造的小行星，大约每一年半时间环绕太阳一周。当然，因为宇宙辐射和陨石冲击，车身已 经坑坑洼洼，车内更是面目全非。 送车上太空，乍听起来不可思议，却成为了史上最昂贵也是最开脑洞的广告，给SpaceX、特斯拉以及马斯克本人都做了一次极其成功的品牌营销和形象 推广，在后续给特斯拉带来了诸多潜在的客户，为他几年之后成为全球首富奠定了基础。 多年以来，殖民火星探索太空的梦想都是马斯克的 ...

全球首富马斯克从来不走寻常路，总有一些近乎疯狂却极具前瞻的技术浪潮与商业计划。但这一次，中 国人比他先走一步。当然，算力上天的竞争才刚刚开始。 特斯拉跑车进太空 2018年，马斯克将自己的红色特斯拉Roadster跑车送上了太空。那是SpaceX猎鹰重型运载火箭的首飞， 为了证明自己火箭的强大运载能力，他决定送一点特别炫酷的东西进入外太空，最终选择了自己的特斯 拉座驾。 这是外太空首次出现(地球人的)汽车。车内坐着一个穿着SpaceX宇航服的假人，循环播放着大卫·鲍伊 的歌曲《Space Oddity》，中控上显示着Don't Panic(别恐慌)，这是在致敬科幻经典《银河系漫游指 南》。 七年时间过去了，这辆车还在日心轨道上飘着， 变成了一个人造的小行星，大约每一年半时间环绕太 阳一周。当然，因为宇宙辐射和陨石冲击，车身已经坑坑洼洼，车内更是面目全非。 送车上太空，乍听起来不可思议，却成为了史上最昂贵也是最开脑洞的广告，给SpaceX、特斯拉以及 马斯克本人都做了一次极其成功的品牌营销和形象推广，在后续给特斯拉带来了诸多潜在的客户，为他 几年之后成为全球首富奠定了基础。 多年以来，殖民火星探索太空的梦想都是 ...

RT InvestAnswers (@invest_answers)FSD 4.20 is sublimeand the $TSLA stock price is 420Mad 🤩👌 https://t.co/ZQr2uhYGmb ...

Group 1 - The US stock market saw a significant rise, with the Dow Jones up 0.44% to 46,448.27 points, the S&P 500 up 1.55% to 6,705.12 points, and the Nasdaq up 2.69% to 22,872.01 points, driven by strong performances from major companies like Merck and Amazon [1] - The strong rebound of large tech stocks contributed to the index increase, with Apple and Nvidia rising approximately 2%, and Alphabet increasing by 6.3% [4] - Morgan Stanley's chief equity strategist, Michael Wilson, expressed a bullish outlook for the US stock market, predicting the S&P 500 will reach 7,800 points in a year, representing an approximate 18% upside from current levels [4] Group 2 - Deutsche Bank forecasts the S&P 500 will rise to 8,000 points by the end of next year, indicating over a 20% upside from current prices, citing strong corporate earnings and AI-driven growth as key factors [4] - The probability of interest rate cuts has exceeded 85%, reflecting traders' expectations in the futures market, which could lower borrowing costs and boost corporate profits, thereby enhancing stock market returns [1]

"I reinvented electric cars and I'm sending people to Mars on a rocket ship. Did you think I was also going to be a chill, normal dude?"Elon Musk said on 'SNL.'https://t.co/I5bqmA6GnN ...