Morgan Stanley: Tesla's AI Revolution Faces Explosive Growth


Elon Musk's SpaceX, xAI, and Tesla are exploring a merger to integrate space, AI, and autonomous driving resources into a 'super entity', with current talks focusing on SpaceX and Tesla.....
Investors are pushing for a merger between SpaceX and Tesla, while SpaceX is also exploring a potential merger with the AI company xAI as an alternative plan before its IPO. This is seen as a significant signal of Musk's effort to integrate his enterprise landscape, aiming to build a space computing ecosystem by using tens of thousands of satellites for AI computing. The discussions are still in the early stages, and the three companies may remain independent, but the merger concept is closely related to Musk's long-term strategy.
Tesla announced the discontinuation of Model S and Model X, and will transform the Fremont factory into a robot production facility, fully shifting its focus to the artificial intelligence field, marking the company's strategic transformation from an automotive manufacturer to a "physical AI company".
Tesla's $2 billion investment in Elon Musk's AI company xAI has sparked shareholder controversy. Despite receiving 106 million votes in favor last year, shareholders still hold reservations about the investment. This move deepens the interest entanglement of Elon Musk's companies and completes xAI's Series E funding.
A leader from the Indian IT giant Tata Consultancy Services stated that AI will not cause mass unemployment, but rather act as a productivity booster, handling repetitive tasks and reshaping the industry landscape instead of replacing human labor.