News
Tesla Hardware 4 camera ports hint at 360-degree view with no blind spots
The recent leaks of Tesla’s Hardware 4 computer provided a pretty clear teaser of the upcoming changes coming to the electric vehicle maker’s Autopilot unit. While there is still much to be learned about HW4, the leaks suggest that the number of cameras in Tesla’s electric vehicles may be increased to 11.
Hardware 4, as its name suggests, is Tesla’s next-generation Autopilot computer. Elon Musk noted during the Q4 and FY 2022 earnings call that HW4 should be capable of operating 500% to 600% safer than a human driver. The existing Hardware 3 computer being rolled out to vehicles like the Model 3 and Model Y today are equipped with Hardware 3, which Musk noted should be capable of operating 200% to 300% safer than a human driver.
Hardware 4 and Tesla Vision
Considering the electric vehicle maker’s focus on Tesla Vision, it is pertinent for FSD and Autopilot to see and analyze road conditions very well in real-time. With this in mind, and as per the Hardware 4 leaks that were recently posted on Twitter by prolific Tesla hacker @greentheonly, it would appear that the electric vehicle maker is increasing the number of its cameras to 11.
A look at the Hardware 4 computer would show 12 fully-populated camera connectors, with one being marked as “Spare.” Of the remaining 11, one will still be used for the cabin camera while ten will be used for the vehicle’s exterior. This is not surprising at all as the company adopts a similar system with its existing eight-camera layout for its vehicles today.
Hardware 3 vs. Hardware 4 Cameras
For context, Tesla’s existing layout features an eight-camera setup: one above the rear license plate, one in each door pillar, three mounted on the windshield above the rearview mirror, and one mounted to each front fender. A radar unit and ultrasonic sensors were also used in the past, though Tesla phased these out as the company focused on its development of Tesla Vision.
The leaked Hardware 4 images list the cameras as the following: “F-SVC,” “L-SVC,” “R-SVC,” “L-FF-Rear,” “R-FF-Rear,” “L-FF-Side,” “R-FF-Side,” “Wide,” “Main,” “Backup,” and “Selfie.” As per the Tesla hacker, the names are a bit cryptic, but based on how they are listed, one could speculate where the cameras will be placed in a Tesla equipped with a Hardware 4 computer.
Potential Hardware 4 Camera Placements
Immediately noticeable in the leaked images are the three cameras marked “F-SVC,” “L-SVC,” and “R-SVC.” The Tesla Parts Catalog shows that “SVC” refers to vehicle bumpers, so with these in mind, it would appear that Hardware 4 would be using three bumper cameras. Considering the references to “F,” “L,” and “R” SVC placements, the Tesla hacker noted that one of the Hardware 4 cameras might be placed in the front bumper, while two may be placed on both sides of the rear bumpers for cross traffic.
Also notable are the Hardware 4 camera slots listed as “FF.” A total of four cameras are listed with these letters: “L-FF-Rear,” “R-FF-Rear,” “L-FF-Side,” and “R-FF-Side.” The Tesla hacker speculated that “FF” might refer to “Front Fender,” which would suggest that the cameras in the pillar may be moved to the front fender. Other Tesla watchers, however, have suggested that “FF” may also mean “Front Facing,” “Full-Frame” for higher resolution images, or “Far Field.”
No Blind Spots and 360-degree-view
If the Hardware 4 leaks are accurate, it would suggest that Tesla would be increasing the number of cameras by two as it rolls out vehicles that are equipped with its new Autopilot computer. Comparing the existing camera setup in Hardware 3 and the potential setup of Hardware 4, it would appear that the new cameras will be those placed in the rear bumper. This may also suggest that the ultrasonic sensors that were phased out in the rear bumpers might be replaced with cameras.
Considering the potential setup of the Hardware 4 cameras, it would appear that Tesla would finally be rolling out a 360-degree view of its vehicles, which is a highly-requested feature among owners. It would also mean that some blind spots in existing cars would be addressed. Overall, Hardware 4 might not just be a step up in performance; it might also be a notable step up in safety and vision.
-
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Elon Musk
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.
Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.
On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.
Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.
The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.
Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.
For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.
SpaceX AI investment gamble will make it a big winner, firm says
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
