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Likes Received$Tesla(TSLA.US)'s edge AI story is gaining momentum, and the stock price surged another 6.5% after the unveiling time of the second-generation humanoid robot Optimus was announced.
Yesterday, it was reported that the total deliveries in the second quarter exceeded expectations at 444,000 units, and Elon Musk's compensation issue has been largely resolved. This is a perfect time to showcase the edge AI story again, adding icing on the cake: In fact, from Apple's Apple Intelligence to Tesla's autonomous driving and then to Tesla's robot Optimus, the AI growth line has moved from Microsoft in the cloud + NVIDIA in computing power, to Micron in flash memory, and now to edge AI in consumer scenarios—smartphones, cars, and robots.
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