Tesla(US:TSLA) Xin Hua Cai Jing·2025-07-24 06:48Core Insights - Tesla is transitioning from the "pre-autonomous driving era" to the "post-autonomous driving era" with advancements in AI, smart driving features, and humanoid robots [2][3] - The company plans to launch a driverless taxi service in several regions of the U.S. pending regulatory approval, aiming to cover about half of the U.S. population by the end of this year [2] - Tesla's smart driving system (driver supervision version) has seen significant growth, with over 80% of the system being V12 version or above, and the training parameters are expected to increase tenfold next year [2] Expansion Plans - Tesla's smart driving system (without driver supervision) is expected to be available to individual users in parts of the U.S. by the end of this year, pending safety measures [3] - The company is awaiting regulatory approval to further implement its smart driving system in China and Europe [3] - Tesla's Texas Gigafactory has added 16,000 H200 GPUs, with the Cortex training cluster achieving an equivalent computing power of 67,000 H100s [3] Humanoid Robot Development - The third generation of Tesla's humanoid robot is expected to be launched this year, with mass production planned for next year and a target of 100,000 units annually within five years [3][4] - Tesla aims to design every component of the robot from first principles due to the lack of available solutions in the market [3] - The robot business is projected to have a substantial impact on Tesla's financial status by the end of next year [4]