Musk is forcibly turning the story of Tesla from "electric vehicles" to "AI infrastructure". He emphasized that the AI5 chip is about to be designed, and even recruits engineers in Taiwan to build its own wafer factory. This means that astronomical capital expenditure (CapEx) is coming. The stock price has recently rebounded to above $400 under the catalysis of AI, and the market's reaction to this financial report will be extremely neurotic.
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