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03.02.26 - 01:00
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"All In" On AI: Deutsche Bank Says Tesla No Longer Just A Car Company (ZeroHedge)
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"All In" On AI: Deutsche Bank Says Tesla No Longer Just A Car Company
Deutsche Bank's latest note argues that Tesla Inc. is no longer mainly a car company, but a long-term bet on artificial intelligence, robotics, and autonomy. In the report, Edison Yu and his team of analysts at Deutsche say that after Tesla's latest earnings, any doubt about its direction is gone, describing the company as now “all in on Physical AI.”
The clearest sign of that shift is spending. Tesla plans to more than double capital expenditures, potentially topping $20 billion, with most of the money going toward AI training systems, data centers, custom chips, robotics factories, and new platforms. The analysts estimate that billions will be poured into computing alone, as Tesla builds the infrastructure needed to train self-driving and robot systems at scale. Management, they note, is aiming to “structurally disrupt labor intensive services” through vertical integration.
Autonomy and robotics now sit...
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02.02.26 - 22:54
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AI Social Network Moltbook Sparks Debate (AFX)
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WASHINGTON (dpa-AFX) - Moltbook, a new social platform, has garnered attention for its unique approach. Rather than catering to human users, Moltbook is designed exclusively for artificial intelli......
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02.02.26 - 22:09
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Alibaba: Milliarden-Geschenke in Schlacht um KI-Nutzer (Der Aktionaer)
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In China wird zum Neujahrsfest nicht nur gefeiert, sondern um Marktanteile gekämpft. Hinter der bunten „Red-Packet“-Show steckt ein knallhartes Rennen: Wer die Massen-App stellt, gewinnt Reichweite, Daten und Zahlungsströme. Jetzt setzt der Tech- und E-Commerce-Gigant Alibaba die Konkurrenz unter Druck – mit ganz viel Geld....
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