Covers Elon Musk's companies (Tesla, SpaceX, X, xAI) for The Information; recently reported on Tesla's chip fab ambitions and Optimus robot development details.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Tesla has internally discussed building a chip fab for a unified 'super chip' across Optimus, Cybercab, and data centers, and reporting indicates XAI would be a customer, though the shareholder vote against a direct XAI equity investment shows limits to cross-company financial ties.
Reporting suggests Elon Musk's AI company xAI would be a customer for Tesla's envisioned proprietary chip fabrication facility, which aims to produce a single chip architecture for Optimus, Tesla vehicles, and data centers.