Core Insights - Tesla announced a capital expenditure of $8 billion for 2025, following a $10 billion investment in the previous year, focusing on AI and infrastructure expansion [1][2] - Wistron, a key partner for Tesla's AI servers, is expected to benefit significantly from this investment, with strong order visibility extending to May next year [1] - The demand for AI servers is anticipated to rise sharply due to Tesla's ongoing investments in AI technology, with Wistron projecting a triple-digit percentage increase in AI server revenue this year [1] Group 1: Tesla's Investment Strategy - Tesla's cumulative capital expenditure is projected to reach $44 billion by early 2025, with $10 billion allocated for 2024 and an additional $8 billion for 2025 [2] - The funds will primarily support the new factory in Mexico, Cybertruck production line optimization, and AI technology development [2] - CEO Elon Musk highlighted that nearly half of the 2024 AI investment will be directed towards in-house AI computing, vehicle sensors, and the Dojo supercomputer [2] Group 2: AI Infrastructure and Market Impact - Tesla's AI training center, Cortex, is set to become one of the top five computing power centers globally, with over 50,000 GPUs deployed and plans to exceed 100,000 [2] - The upcoming Dojo 2 supercomputer is expected to enhance computing performance tenfold, supporting AI system upgrades and increasing demand for AI server infrastructure [2] - Tesla's entire vehicle lineup is currently equipped with the AI 4 platform, with plans to evolve to AI 7, aiming to maintain leadership in smart driving technology [2]