Tesla (TSLA) is much more than just electric cars – The underestimated strength in AI chip design!
The in-house development of AI chips is a fundamental, often overlooked competitive advantage that secures Tesla's leadership in "real-world AI" in the long term!
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I am closely following the developments around Tesla with great interest. The recent statement from CEO Elon Musk that Tesla has had an advanced team for AI chip and board engineering for years and has already deployed millions of these chips in vehicles and data centers underlines my long-term thesis: Tesla is much more than just a car manufacturer. In my view, this aspect of chip design is a massively undervalued driver of value. While the world rightly admires the impressive market capitalization of NVIDIA based on its AI chip expertise,...
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