Tesla chip factory in Texas. Elon's goal is 1 terowatt of AI computing per year. On the earnings call, Elon said the first test chips could be working by mid 2027 with volume production around late 2028. He added very candidly, quote, I put big error bars on this because we don't know if we will actually achieve this or not. So Elon also said that the real bottleneck for AI is no longer chips. It's power and cooling. We heard him say that both areas are, you know, I
Tesla chip factory in Texas.
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Goldman Sachs and ARC forecast 150 to 200 billion in annual revenues from mo from autonomous mobility by 2030 with margins nearing 40 to 50% due to lower operational costs and high software. So the price targets in the bull scenario reach 3,000 to 4,000.Abierta
Plazo: 2030-12-31
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