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By Jon Martindale Published
Premium In a reversal of trade dynamics over cutting-edge silicon, China holds the cards in robotics manufacturing.

By Anton Shilov Published
Premium 50,000 wafer starts per month?

By Anton Shilov Published
Elon Musk wants Tesla to iterate new AI accelerators faster than AMD and Nvidia. This can be done, but with caveats.

By Bruno Ferreira Published
Rivian's ACM3 module and RAP1 chip outshine Tesla with LiDAR support

By Anton Shilov last updated
This is orders of magnitude more than the industry can build these days.

By Luke James Published
Tesla has launched a new marketing push for its Megapack battery systems, targeting hyperscale AI data centers grappling with extreme and unpredictable power fluctuations.

By Luke James Published
New comments from Musk confirm dual-fab production for Tesla's AI5 and AI6.

By Anton Shilov last updated
A new approach to chipmaking?
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