Part 8/11:
Tesla’s move signals a profound shift towards becoming a comprehensive AI hardware company, aiming to challenge traditional semiconductor giants like Nvidia. Developing their own chips and fabs aligns with Musk’s overarching vision: to build an AI ecosystem where hardware, software, and product deployment are seamlessly integrated.
This vertical integration extends to future energy systems as well. Musk hints that energy production—another pillar of Tesla’s long-term vision—will be the next frontier, with the company poised to become a dominant player in renewable energy and storage.