Tesla

Source: 2026-09-21 · reviewed 2026-09-24

Evidence: Primary-source statement · Qualified under a reference-design program; no deployments disclosed

Limits: A technical qualification listing only. It does not establish that any NVIDIA AI factory has ordered or installed Tesla Megapacks, does not disclose volumes, pricing or exclusivity, and does not make NVIDIA a customer of Tesla.

Source: 2026-09-18 · reviewed 2026-09-24

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: Reporting based on unnamed sources. It does not establish that Sanhua supplies any Optimus component, the value or volume of anything it supplies to Tesla, that an Optimus contract exists, or that the audit led to an order.

Source: 2026-09-18 · reviewed 2026-09-24

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: Reporting based on unnamed sources. It does not establish that Tuopu supplies any Optimus component, the value or volume of its Tesla business, or that the audit resulted in an order.

Source: 2026-08-06 · reviewed 2026-09-24

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: Reports a dollar figure taken from a SpaceX regulatory filing; it does not establish how many Megapack units were delivered, which sites they were installed at, the price per unit, whether Tesla gave SpaceX preferential terms, or that the purchasing will continue at this rate.

Source: 2026-05-01 · reviewed 2026-09-24

Evidence: Secondary reporting of an on-record executive statement · Reported operating

Limits: This is trade reporting of a regulatory filing rather than the filing itself. It does not establish the current market value of the stake, any lock-up terms, or that Tesla has made or committed to further investment.

Source: 2026-05-01 · reviewed 2026-09-24

Evidence: Secondary reporting of an on-record executive statement · Reported operating

Limits: This is trade reporting of a regulatory filing. It does not establish how many Megapack units were delivered, which sites they were installed at, unit pricing, or that the supply arrangement continues beyond the periods disclosed.

Source: 2024-08-27 · reviewed 2026-09-24

Evidence: Secondary reporting of an on-record executive statement · Reported operating

Limits: A 2024 statement of a build plan by Tesla's CEO. It does not establish how many NVIDIA GPUs Tesla has installed today, what Tesla paid, how Cortex has since been expanded, or that Tesla buys directly from NVIDIA rather than through a system builder.

Source: 2024-07-06 · reviewed 2026-09-24

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: Liang's quoted post praises Musk's use of liquid cooling but does not itself name a contract; the supply claim is the publication's. This does not establish contract value, what share of Cortex's cooling Supermicro provides, or that Supermicro supplies Tesla's servers as well as cooling.

Source: 2024-06-04 · reviewed 2026-09-24

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: Baidu's own announcement as reported by the South China Morning Post; Tesla did not comment in this report. It does not establish payment terms, that Baidu data feeds Tesla's Full Self-Driving perception stack rather than the navigation display, or that the arrangement is still in force.

Source: Source undated · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: The support page carries no publication date, so the date of this evidence cannot be fixed. It describes an in-car feature in beta and does not establish any payment between Tesla and SpaceXAI, the number of vehicles using Grok, or that Grok is used in Tesla's driving software.

Source: 2026-08-06 · reviewed 2026-09-24

Evidence: Secondary reporting of an on-record executive statement · Announced; not confirmed operating

Limits: A site and spending announcement. The article notes SpaceX's own filing described Terafab as a 'general framework' with no binding commitments and no finalized intellectual-property split, so this does not establish a completed joint venture, ownership shares, equipment orders, or a production date.

Source: 2026-04-16 · reviewed 2026-09-24

Evidence: Secondary reporting of an on-record executive statement · Announced; not confirmed operating

Limits: Tape-out is a design milestone, not production. This does not establish that TSMC has manufactured any AI5 volume, which TSMC fab or node will be used, the contract value, or how output will be split between TSMC and Samsung.

Source: 2026-04-16 · reviewed 2026-09-24

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported but unconfirmed

Limits: Unconfirmed by Tesla or SK hynix and reported at second hand from Korean media with no named source. It does not establish memory type, volumes, contract value, or that SK hynix is the sole or continuing supplier.

Source: 2025-07-28 · reviewed 2026-09-24

Evidence: Secondary reporting of an on-record executive statement · Announced; not confirmed operating

Limits: A contract announcement described by Musk on X. It does not establish that any AI6 wafers have been produced, that the $16.5 billion will actually be spent, what the per-unit economics are, or that Samsung is Tesla's only AI6 source.

Source: Source undated · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported tape-out / early production, 2026

Limits: Neither Tesla nor Samsung has issued an on-record joint statement confirming volumes, exclusivity, or contract terms; reporting rests on supply-chain and trade-press sources.

Source: Source undated · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported dual-sourcing plan, 2026

Limits: The dual-sourcing claim has not been confirmed directly by Tesla or TSMC in an on-record statement; volumes and timing are not established by this source.

Source: 2026-02-05 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: A market comparison, not a commercial relationship. The unit figures are the publication's and are not audited; the two companies sell into partly different end markets, and this does not establish relative capability, pricing or future share.

Source: 2025-10-23 · reviewed 2026-09-24

Evidence: Secondary reporting of an on-record executive statement · Product/market overlap

Limits: A vendor claim about an unreleased chip, not an independent benchmark. AI5 is designed for Tesla's own vehicles and robots rather than sold on the merchant market, so this does not establish that Tesla sells chips against NVIDIA or that the performance claims hold in production.

Source: Source undated · reviewed 2026-09-20

Evidence: Analytical comparison · Ongoing market competition

Limits: This is an analytical comparison of overlapping markets, not evidence of any direct commercial, financial or contractual relationship between the two companies.

Source: Source undated · reviewed 2026-09-20

Evidence: Analytical comparison · Ongoing market competition

Limits: This is a market-category comparison, not evidence of a direct business relationship between Tesla and Figure AI.