Tesla Invests $2B in xAI: AI5 Delivers 50× Power — Musk’s Compute Sovereignty Play Against NVIDIA

Описание: Two deep-water bombs are hidden inside Tesla’s earnings report.
Stop staring at sales numbers — that $10 billion spending spree is the real story.
Musk is undergoing a genetic mutation, trying to completely cut NVIDIA out and build his own silicon empire.
Why pour money into xAI and a self-designed AI5 chip?
At its core, this is Musk paying NVIDIA a “breakup fee.”
He wants to build his own “strongest brain” and “hardest heart,” creating the world’s lowest-cost compute system — the only key to mass-producing tens of millions of robots.
Once you get this, you’ll understand why he dares to shut down Model S and X production.
It’s to make room for robots.
This is the new “bootloader theory”:
car sales exist purely to generate cash flow — to feed the final form: Robotaxis and humanoid robots.
The business model is shifting from
one-time hardware sales → permanent software money printing.
Stop obsessing over unit sales.
When Tesla starts making money like a software company,
what kind of valuation nuclear fusion comes next?
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