SpaceX's $329M Tesla Megapack Spending Signals AI Infrastructure Race Heating Up
SpaceX has purchased $329M in Tesla battery storage this year, with most spending tied to powering xAI's compute-intensive data centers.
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Musk Dedicates 50% of Earnings Call Time to AI and Robotics, Down from 30% on Auto Operations
Analysis of Tesla earnings transcripts shows Elon Musk now spends nearly half his speaking time on AI, robotaxis, and Optimus—a dramatic shift from automotive focus.