Overview
- Tesla says its Fremont pilot line for the third‑generation Optimus is running, with a larger line slated for 2026 and a sub‑$20,000 unit cost goal.
- Elon Musk outlined a plan to build a "terra fab" to produce Tesla’s AI5 and AI6 chips, citing tight TSMC and Samsung capacity and setting an eventual target of up to 1 million wafers per month.
- Xpeng introduced the IRON humanoid with a 2026 end‑of‑year mass‑production goal, and CEO He Xiaopeng posted an uncut video to counter claims a human was inside the demo unit.
- Xpeng set 2026 trials for L4 Robotaxi, combining dual‑redundant steering, braking and compute with a mapless VLA model and an SDK approach to link with partners such as Amap.
- Microsoft formed a new MAI super‑intelligence team to reduce reliance on OpenAI under a pact allowing access to OpenAI models through 2032, while OpenAI’s CEO rejected claims of financial distress.