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Apple taps Tesla battery supplier CATL for EV development

(Credit: delgadocidranes/Instagram)

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Apple is reportedly planning to tap Tesla battery supplier CATL, among others, as rumors of the tech giant’s electric vehicle project continue to rage on.

Apple, most known for its domination of the tech industry through its expansive list of cell phones, computers, and other devices, has been rumored to be planning an entrance into the electric car industry for several months. Rumors began several months ago when Apple was reportedly working with TSMC for the development of self-driving chips that would help the company work toward an autonomous vehicle. Then, more rumors regarding potential production dates began to circulate, hinting toward 2024, or even 2028 or later, in some cases.

With the increasing number of developments related to Apple’s possible development of an autonomous electric car, speculation continues to grow as well, and more substance continues to be added to the potential story with every development.

Now, a new report from Reuters suggests that Apple is in early-stage talks with CATL and BYD. CATL is the world’s largest battery manufacturer and BYD the fourth-largest.

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According to the report, there is no evidence of an agreement between Apple with CATL or BYD, or potentially both battery suppliers. However, Apple is reportedly requesting that the suppliers set up battery supply manufacturing facilities in the United States as a condition of the partnership, sources said. This adds a potential roadblock in CATL’s partnership with Apple, as the company is reluctant to build a new plant in the United States as tensions between the U.S. and China could cause a political issue, plus it could provide an unstable financial situation for CATL.

CATL is a large-scale battery supplier to Tesla and provides cells to the company’s electric vehicles that are produced in China. The two companies have shared a partnership for over a year, and there are no plans for the two to separate. CATL solidified a long-term partnership by announcing that it will build a new 80 MW facility just south of Tesla’s Giga Shanghai production facility.

According to the Reuters report, Apple wants to use lithium iron phosphate (LFP) batteries because they are cheaper to produce and do not utilize nickel or cobalt, both of which are more expensive and could drive up costs. Tesla shifted its Standard Range vehicles to an LFP cell, according to Elon Musk, who said that nickel supply was a main concern for Tesla moving forward.

Apple has made no formal announcement regarding its plans to develop an electric vehicle, and it doesn’t seem as if the company is shedding any light on the possibility. Rumors of a partnership with Hyundai also circulated in the EV sector early this year, but talks never went any further.

Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Elon Musk

Starlink restrictions are hitting Russian battlefield comms: report

The restrictions have reportedly disrupted Moscow’s drone coordination and frontline communications.

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A truckload of Starlink dishes has arrived in Ukraine. (Credit: Mykhailo Fedorov/Twitter)

SpaceX’s decision to disable unauthorized Starlink terminals in Ukraine is now being felt on the battlefield, with Ukrainian commanders reporting that Russian troops have struggled to maintain assault operations without access to the satellite network. 

The restrictions have reportedly disrupted Moscow’s drone coordination and frontline communications.

Lt. Denis Yaroslavsky, who commands a special reconnaissance unit, stated that Russian assault activity noticeably declined for several days after the shutdown. “For three to four days after the shutdown, they really reduced the assault operations,” Yaroslavsky said.

Russian units had allegedly obtained Starlink terminals through black market channels and mounted them on drones and weapons systems, despite service terms prohibiting offensive military use. Once those terminals were blocked, commanders on the Ukrainian side reported improved battlefield ratios, as noted in a New York Post report.

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A Ukrainian unit commander stated that casualty imbalances widened after the cutoff. “On any given day, depending on your scale of analysis, my sector was already achieving 20:1 (casuality rate) before the shutdown, and we are an elite unit. Regular units have no problem going 5:1 or 8:1. With Starlink down, 13:1 (casualty rate) for a regular unit is easy,” the unit commander said.

The restrictions come as Russia faces heavy challenges across multiple fronts. A late January report from the Center for Strategic and International Studies estimated that more than 1.2 million Russian troops have been killed, wounded, or gone missing since February 2022.

The Washington-based Institute for the Study of War also noted that activity from Russia’s Rubikon drone unit declined after Feb. 1, suggesting communications constraints from Starlink’s restrictions may be limiting operations. “I’m sure the Russians have (alternative options), but it takes time to maximize their implementation and this (would take) at least four to six months,” Yaroslavsky noted. 

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Tesla Korea hiring AI Chip Engineers amid push for high-volume AI chips

Tesla Korea stated that it is seeking “talented individuals to join in developing the world’s highest-level mass-produced AI chips.”

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Credit: xAI/X

In a recent post on X, Tesla Korea announced that it is hiring AI Chip Design Engineers as part of a project aimed at developing what the company describes as the world’s highest-volume AI chips. CEO Elon Musk later amplified the initiative.

Tesla Korea stated that it is seeking “talented individuals to join in developing the world’s highest-level mass-produced AI chips.”

“This project aims to develop AI chip architecture that will achieve the highest production volume in the world in the future,” Tesla Korea wrote in its post on X.

As per Tesla Korea, those who wish to apply for the AI Chip Design Engineer post should email Ai_Chips@Tesla.com and include “the three most challenging technical problems you have solved.”

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Elon Musk echoed the hiring push in a separate post. “If you’re in Korea and want to work on chip design, fabrication or AI software, join Tesla!” he wrote.

The recruitment effort in South Korea comes as Tesla accelerates development of its in-house AI chips, which power its Full Self-Driving (FSD) system, Optimus humanoid robot, and data center training infrastructure.

Tesla has been steadily expanding its silicon development teams globally. In recent months, the company has posted roles in Austin and Palo Alto for silicon module process engineers across lithography, etching, and other chip fabrication disciplines, as noted in a Benzinga report.

Tesla Korea’s hiring efforts align with the company’s long-term goal of designing and producing AI chips at massive scale. Musk has previously stated that Tesla’s future AI chips could become the highest-volume AI processors in the world.

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The move also comes amid Tesla’s broader expansion into AI initiatives. The company recently committed about $2 billion into xAI as part of a Series E funding round, reinforcing its focus on artificial intelligence across vehicles, robotics, and compute infrastructure.

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SpaceX and xAI tapped by Pentagon for autonomous drone contest

The six-month competition was launched in January and is said to carry a $100 million award.

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Credit: SpaceX/X

SpaceX and its AI subsidiary xAI are reportedly competing in a new Pentagon prize challenge focused on autonomous drone swarming technology, as per a report from Bloomberg News

The six-month competition was launched in January and is said to carry a $100 million award.

Bloomberg reported that SpaceX and xAI are among a select group invited to participate in the Defense Department’s effort to develop advanced drone swarming capabilities. The goal is reportedly to create systems that can translate voice commands into digital instructions and manage fleets of autonomous drones.

Neither SpaceX, xAI, nor the Pentagon’s Defense Innovation Unit has commented on the report, and Reuters said it could not independently verify the details.

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The development follows SpaceX’s recent acquisition of xAI, which pushed the valuation of the combined companies to an impressive $1.25 trillion. The reported competition comes as SpaceX prepares for a potential initial public offering later this year.

The Pentagon has been moving to speed up drone deployment and expand domestic manufacturing capacity, while also seeking tools to counter unauthorized drone activity around airports and major public events. Large-scale gatherings scheduled this year, including the FIFA World Cup and America250 celebrations, have heightened focus on aerial security.

The reported challenge aligns with broader Defense Department investments in artificial intelligence. Last year, OpenAI, Google, Anthropic, and xAI secured Pentagon contracts worth up to $200 million each to advance AI capabilities across defense applications.

Elon Musk previously joined AI and robotics researchers in signing a 2015 open letter calling for a ban on offensive autonomous weapons. In recent years, however, Musk has spoken on X about the strengths of drone technologies in combat situations.

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