Tesla’s AI5-Powered Optimus Ramp Leads Tech Brief: Ondas–Palantir Expansion
Hello everyone! Today i want to share some trading ideas with you!
1
Elon Musk says $Tesla Motors(TSLA)$ plans to bring its next-gen AI5 chip to Optimus around April 2027.
The timing lines up with Tesla's planned Optimus production ramp in Texas later that year suggesting its next generation of robots is being built around AI5 from the start.
2
Elon Musk says $Tesla Motors(TSLA)$ has started early Optimus production with most of its Fremont manufacturing line already installed.
He’s targeting ~20K robots per week within a year putting Tesla on pace for ~1M annually heading into 2028 if the ramp goes as planned.
3
$Ondas Holdings Inc.(ONDS)$ is expanding its partnership with $Palantir Technologies Inc.(PLTR)$ across Sentinel manufacturing, SkyWeaver autonomy and its new Regna AI platform with Palantir's software helping integrate DZYNE in just weeks.
That's a pretty big deal considering how aggressively Ondas has expanded through acquisitions and Palantir will play a huge role in turning those businesses into one integrated defense platform.
4
$Rocket Lab USA, Inc.(RKLB)$ is preparing Neutron's Stage 2 for shipment to Wallops Island for fluid testing & Archimedes engine installation.
Neutron may have slipped to 2027 but it's good to see upper-stage progress while Rocket Lab works through its first-stage dome issues.
5
Zuckerberg says Muse is still expensive to run but expects to "improve compute cost efficiency by more than 10-fold over the next year."
A big part of that comes from using spare compute $Meta Platforms, Inc.(META)$ already owns which could help make Muse profitable at scale even as total AI spending continues to grow.
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