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NVIDIA and Bosch partner on AI self-driving car supercomputer
NVIDIA CEO Jen-Hsun Huang announced to attendees at the Bosch Connected World conference in Berlin this week that they have partnered with Bosch to producing an artificial intelligence supercomputer aimed at the self-driving car industry.
“I’m so proud to announce that the world’s leading tier-one automotive supplier — the only tier one that supports every car maker in the world — is building an AI car computer for the mass market,” said Huang. “We’ve really supercharged our roadmap to autonomous vehicles. We’ve dedicated ourselves to build an end-to-end deep learning solution. Nearly everyone using deep learning is using our platform.”
The announcement made by NVIDIA comes on the heels of this week’s announcement that the world’s leading chipmaker Intel will be acquiring ex-Tesla Autopilot partner Mobileye for $15 billion.
NVIDIA’s Drive PX platform with Xavier technology can process up to 30 trillion deep learning operations a second while drawing just 30 watts of power. It is intended to provide Level 4 autonomy, where a vehicle equipped with the technology can drive on its own.
Huang noted that a wide variety of companies are actively working on self-driving solutions. From carmakers like Audi, Ford, BMW, and Tesla, to technology companies such as Waymo, Uber and China’s Baidu.
As the self-driving car industry continues to take shape, vehicles will require an unprecedented level of computing power to make instantaneous decisions on nearly an infinite number of scenarios that can take place in a real world environment. Though vehicles on the road today are equipped with driving-assist features like Tesla Autopilot that allows the car to detect object and handle acceleration and braking when needed, the requirements for autonomous driving are dramatically more demanding. Cars that stray from their lanes, objects that fall onto the roadway, rapid shifts in weather conditions, deer that dart across the road. The permutations are endless, said Huang.
Despite the positive outlook on a self-driving future being presented at Bosch Connected World, the conference also revealed a significant difference of opinion between the companies in attendance regarding when they expect full Level 5 autonomy – when a vehicle can drive entire on its own without human involvement – to become widely available. Huang told the conference he expects to have chips available that will permit Level 3 automated driving which still requires a human driver to intervene, by the end of this year. He sees those chips being incorporated into customers’ cars and on the road by the end of 2018. The following year will see chips capable of Level 4 full autonomy on the road. The distinction between Level 4 and Level 5 full autonomy is that Level 4 does not cover every driving scenario.
Elmar Frickenstein, the head of autonomous driving at BMW, told the conference his company will be ready to offer cars with Level 3 capability in 2021 with Level 4 and Level 5 autonomy following shortly thereafter. He thinks self-driving cars may first be produced in small numbers for fleet customers like Uber, Waymo, and Baidu.
Surprisingly, Bosch CEO Volkmar Denner told the attendees his timeline for fully self-driving cars for mainstream customers is not before 2025, if then.
Fully self driving cars that can operate in all environments require enormous computing power, Huang told the conference. “No human could write enough code to capture the vast diversity and complexity that we do so easily, called driving,” he said.
The conference highlighted the differences between traditional car companies, which think full autonomy is still 7 to 10 years away, and chip companies like NVIDIA who see a much shorter timeline. Huang thinks companies like his will drive the pace of change faster than predicted. “In the near future, you’re going to see these schedules pull in,” he says.
Tesla, which uses a supercomputer made by NVIDIA on Model S, Model X and the upcoming Model 3 that are equipped with Autopilot 2.0 full self-driving hardware, is perhaps the most optimistic of all when it comes to having fully autonomous vehicles on the road. Elon Musk believes every car equipped with the Hardware 2 package will begin seeing Full Self-Driving capabilities as early as this year, barring regulatory approval.
Tesla’s Full Self-Driving Capability to arrive in 3 months, “definitely” by 6 months, says Musk
Tesla is accumulating driving data from billions of miles of real world driving each day and using that information to improve its algorithm for Autopilot.
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Tesla confirms that it finally solved its 4680 battery’s dry cathode process
The suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Tesla has confirmed that it is now producing both the anode and cathode of its 4680 battery cells using a dry-electrode process, marking a key breakthrough in a technology the company has been working to industrialize for years.
The update, disclosed in Tesla’s Q4 and FY 2025 update letter, suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Dry cathode 4680 cells
In its Q4 and FY 2025 update letter, Tesla stated that it is now producing 4680 cells whose anode and cathode were produced during the dry electrode process. The confirmation addresses long-standing questions around whether Tesla could bring its dry cathode process into sustained production.
The disclosure was highlighted on X by Bonne Eggleston, Tesla’s Vice President of 4680 batteries, who wrote that “both electrodes use our dry process.”
Tesla first introduced the dry-electrode concept during its Battery Day presentation in 2020, pitching it as a way to simplify production, reduce factory footprint, lower costs, and improve energy density. While Tesla has been producing 4680 cells for some time, the company had previously relied on more conventional approaches for parts of the process, leading to questions about whether a full dry-electrode process could even be achieved.
4680 packs for Model Y
Tesla also revealed in its Q4 and FY 2025 Update Letter that it has begun producing battery packs for certain Model Y vehicles using its in-house 4680 cells. As per Tesla:
“We have begun to produce battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply to help navigate increasingly complex supply chain challenges caused by trade barriers and tariff risks.”
The timing is notable. With Tesla preparing to wind down Model S and Model X production, the Model Y and Model 3 are expected to account for an even larger share of the company’s vehicle output. Ensuring that the Model Y can be equipped with domestically produced 4680 battery packs gives Tesla greater flexibility to maintain production volumes in the United States, even as global battery supply chains face increasing complexity.
Elon Musk
Tesla Giga Texas to feature massive Optimus V4 production line
This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.
Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.
Optimus 4 production
In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas.
This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4.
“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated.
How big Optimus could become
During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world.
“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP.
“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated.
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
Tesla Giga Texas to feature massive Optimus V4 production line
