Tesla(US:TSLA) 大鱼聊电动·2025-09-15 10:04AI Technology and Strategy - Tesla is integrating a high-performance AI supercomputer into its vehicles, representing a significant hardware upgrade and a revolution in autonomous driving capabilities [1] - The next-generation AI chip, AI5 or HW 5.0, will utilize HBM (High Bandwidth Memory), significantly increasing data processing speed and efficiency to meet the demands of large language models [1] - FSD (Full Self-Driving) version 14 is expected to improve performance by 2 to 3 times, enabled by the advanced hardware capabilities [1] - Tesla's AI chip business, focusing on inference, could potentially be more valuable than the RoboTaxi business, with each chip potentially generating $36,000 per year [1] Robotaxi and Operational Expansion - Tesla has received approval for Robotaxi operations in Nevada, expanding its service area from Texas and California [1] - A job posting indicates Tesla is developing a real-time pricing algorithm for Robotaxi services, including global airport integration [2] - Tesla is extending the testing period for its Robotaxi service in Austin, Texas, increasing operating hours to 20 hours per day and expanding the service area to approximately 170 square miles [2] Market Performance and Production - Electric vehicles achieved a record 98.4% market share in Norway in August, with Tesla Model Y outselling competitors [2] - Giga Berlin has revised its production plans upwards for the third and fourth quarters due to strong sales data across more than 30 markets [2] Industry Impact and Partnerships - Tesla's adoption of HBM memory could create a new demand source, potentially influencing other automakers to follow suit [1] - Samsung could benefit significantly by providing both chip manufacturing and HBM memory solutions to Tesla and other customers [1]