According to Sawyer Merritt, Tesla has announced a strategic partnership with Samsung to manufacture advanced semiconductors in the U.S. specifically designed for AI inference and training workloads. This move strengthens Tesla's position in the AI hardware supply chain and directly addresses ongoing demand for high-performance compute. Additionally, Tesla has expanded its AI training compute capacity, bringing its Cortex infrastructure to a total of 81,000 H100 equivalents. This significant increase enables faster model training and supports Tesla's ambitions in autonomous driving and AI-powered services, presenting substantial business opportunities in AI chip design and large-scale training infrastructure (source: Sawyer Merritt, Twitter, Oct 22, 2025).