Tesla(US:TSLA) 大鱼聊电动·2025-08-08 11:17AI Strategy - Tesla is shifting its focus to AI5 chips manufactured by TSMC and AI6 chips manufactured by Samsung, consolidating resources for AI development [1] - AI5 chip production by TSMC is expected to begin in late 2026, with performance 3 to 5 times higher than HW4 [1] - Tesla is integrating Dojo architecture into the AI6 chip for vehicles and Optimus robots, aiming for a unified AI ecosystem [1] Robotaxi and Operations - Tesla is expanding its Robotaxi testing and validation in six cities in Texas, strategically building an ecosystem centered around Austin [1] - Model Y Long Range RWD lease prices in the US have increased from $349/month to $399/month with a $3,000 down payment for a 36-month lease at 10,000 miles per year [1] - Giga Berlin is now delivering Model Y vehicles to Canada due to tariffs, necessitating a reassessment of cost and benefit strategies [1] Service and Support - Tesla is piloting a new service model by providing customers with direct contact information for local service leaders to address concerns and disputes [1] - Tesla plans to expand this solution to all service locations, aiming to improve customer service and communication [1] Semi and Infrastructure - FritoLay is constructing a charging station in Rosenberg, Texas, specifically for Tesla Semi trucks, featuring 8 V4 charging piles each with a maximum power of 12 MW [2] - The charging station includes a 960 kW solar array and two Tesla Megapack XL energy storage units to reduce reliance on the grid [2] Cybertruck - The US Air Force is purchasing a Cybertruck to use it as a target for missile testing, recognizing its durable stainless steel exoskeleton as a potential military threat [2] Tesla Restaurant - Tesla's Hollywood restaurant has reduced its menu to five sandwiches due to high demand and the need to improve efficiency [2]