Elon Musk drops a surprise curveball on Nvidia [Yahoo! Finance]
Tesla, Inc. (TSLA)
Last tesla, inc. earnings: 4/29 04:11 pm
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Source: Yahoo! Finance
CEO Elon Musk revealed that Tesla's much-talked-about AI5 self-driving chips are nearly complete, and that the next one, A16, is already underway. With the AI inference part covered, Musk said Sunday on X that Dojo 3 is being restarted, pushing Tesla back into large-scale AI training after previously pulling back. Nvidia threw the first punch, though, when it rolled out “ Alpamayo ” at CES 2026 (an open-source autonomous vehicle AI toolkit), aiming to become the default autonomy platform powering a ton of brands. Musk responded swiftly, downplaying the risk. Clearly, this is a mighty interesting time for the AV industry, with the tug-of-war between two giants in Nvidia and Tesla. For Tesla, it's all about building a closed loop that covers the entire AV stack. Tesla-designed in-car compute (this includes AI5, which is “nearly done,” and the AI6, which is already underway) Tesla's camera-first software stack Tesla's data flywheel is powered by its own fleet So for Te
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