The $16.5B Chip Bet That Brings AI To Texas

Happy Monday everyone. 

Tesla just signed a $16.5B deal with Samsung to manufacture its next-gen AI6 chips in Texas. 

This isn’t just a supply agreement; it’s a strategic move to control the full AI tech stack. 

Tesla reduces reliance on Nvidia and TSMC while anchoring production on U.S. soil. 

Samsung, in turn, lands its largest foundry contract ever, a breakthrough in its attempt to rival TSMC in AI chipmaking. 

These chips will power Tesla’s Full Self-Driving, Optimus robots, and AI data centers. By securing domestic manufacturing and designing its own silicon, Tesla is not “just a car company,” it’s becoming a vertically integrated AI giant. 

Bottom Line

Tesla is building its infrastructure base. 

This deal not only secures Tesla’s AI hardware future, but also reshapes the competitive landscape for U.S. manufacturing and global chipmaking.

It’s a win for U.S. manufacturing, a challenge to TSMC, and a major step in Tesla’s roadmap to own autonomy. 

Let The Charts Speak

If you caught last week’s post, you were prepared for Tesla’s earnings report. 

$TSLA tumbled -8.20% following its earnings release only to bounce +30 points in the subsequent sessions. 

Here’s the daily chart. The stock is still a hot mess. 

Again – if $TSLA is above $288, it’s best to accumulate and wait. Patience pays. 

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Godspeed – Rosebee

_{Disclosure: For informational purposes only. Not financial advice.}