As Tesla diversifies into humanoid robots and self-driving cars, its Chinese rivals too are moving into flying cars, robots and chips.

Tesla aims to restart work on Dojo3, its previously abandoned third-generation AI chip. Only this time, Dojo3 won’t be aimed at training self-driving models on Earth. Instead, Musk says it will be dedicated to “space-based AI compute.

Tesla has invested $2 billion in xAI. The company said the deal aligns with its long-term push to bring artificial intelligence into physical products.

Tesla CEO Elon Musk announced a $2B investment into xAI and the discontinuation of Model S and Model X in order to support Optimus robot production.

Tesla expects to more than double capital spending in 2026 as it invests heavily in robotics and driverless technology.

It turns out investors are willing to forgive huge capital spending if a company's core business is thriving.

Even without considering valuation, Meta Platforms already looks like a better bet in the era of AI. Not only is its business already benefiting from AI, with accelerating revenue growth, but the company has contingency plans for what it can do with its AI compute power if a generational paradigm shift doesn't occur as Zuckerberg hopes it will.

Dan Ives points to Tesla's "golden AI chapter" that could push its market cap to $3 trillion by the end of 2026.

As it reported another quarter and year of disappointing financial results, the automaker and CEO Elon Musk talked up plans that could have impacts in Texas.

Andrej Karpathy posted his "notes from Claude Coding," describing a shift in engineering over the last two months.