Samsung announced that it will manufacture the next-generation AI chips for Tesla in Texas, signing a ten-year contract worth $16.5 billion. Musk also confirmed this on X (Twitter), stating that he will personally visit the production line and help optimize the process.
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ToggleSamsung Announces Major Chip Order from Tesla, Musk to Personally Participate in Production Optimization
According to Bloomberg, Samsung has signed a chip manufacturing contract with Tesla worth $16.5 billion, with the collaboration set to continue until the end of 2033. The chips will be produced at Samsung's new factory in Taylor, Texas, responsible for creating Tesla's next-generation "AI6" AI chip.
Musk personally confirmed this on X (Twitter), describing the strategic significance of this collaboration as "immeasurable" and stating that he will personally visit the production line and help optimize the process.
Samsung Secures Tesla Foundry Order, TSMC Remains Top Dog
This order is undoubtedly a shot in the arm for Samsung, as its wafer foundry business has been struggling in recent years, with insufficient orders and low capacity utilization, even delaying the opening of its Texas factory to 2026.
As of Q1 2025, Samsung's market share in the global wafer foundry market was only 7.7%, down from 8.1% in the previous quarter, while TSMC's market share was as high as 67.6% during the same period.
Despite the obvious gap, both Samsung and TSMC are actively developing next-generation 2nm process technology. This Tesla collaboration is also interpreted by the industry as a "vote of confidence" in Samsung's process technology.
Samsung Stock Surges on News, Hits 10-Month High
Upon the news, Samsung's stock price in Seoul trading surged, rising 6.83% intraday, reaching a new high since September last year. However, Samsung has not disclosed more contract details, citing confidentiality.
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This morning, 7/28, Musk participated in the 'X Takeover' event in California, first sharing that his new supercar "Roadster" is expected to debut by the end of this year, and that the Optimus robot will become the largest product in human history. He also shared his personal concept of AI and human symbiosis, offering a deep reflection on the future of human civilization.
ToggleRocket Plan from 0 to 1, Colonizing Mars Can Extend Human Civilization
Musk opened by saying that many people claim his rocket plan is just empty talk, with even his SpaceX team joking that it sounds too exaggerated. However, he subsequently pointed out that the rocket plan has transformed from "impossible" to "progressing a bit slowly", and hopes to successfully recover the upper stage rocket this year or by the latest in the first half of 2026, and fully realize a rocket system that is "quickly recoverable and completely reusable".
Discussing the Mars plan, Musk noted that initially, humans would have to live under glass domes or move around in Mars spacesuits. Regarding Mars society's governance, he said that would be "a matter for Martians". He added that if Earth experiences a world war or is hit by a meteor, at least human civilization could continue on Mars, and exploring the universe and expanding boundaries is itself a form of human romance and motivation.
Revealing Robotaxi Future Layout, Roadster Supercar Expected to Debut by Year-End
Discussing the self-driving taxi (Robotaxi) platform plan, Musk revealed that Tesla will have both its own fleet and a fleet joined by car owners, similar to a combination of Uber and Airbnb. Regarding whether Robotaxi's success would reduce electric car sales, Musk wryly smiled and said:
"It's better not to answer such an interesting question, as talking too much might affect the stock price."
Concerning the Roadster supercar, which has not been updated for many years, Musk stated that the goal is to debut it by the end of the year.
Optimus Robot Scale Reaches 30 Trillion Dollars, Becoming the Largest in History
When asked about the progress of the Optimus humanoid robot, Musk directly stated that Optimus might be the largest product in human history. He estimated that if 1 billion units could be mass-produced annually, with each unit's cost reduced to around $30,000, it would represent a $30 trillion market.
Currently, they are choosing to skip the second-generation design and directly advance to the third generation with more complete functionality. Although only a few hundred robots might be mass-produced by the end of the year, it is the correct direction towards large-scale deployment, and they will comprehensively collaborate with the FDA.
Assuming Optimus begins mass production, it would initially be used in medical care and high-risk work environments. Musk stated: "Optimus will definitely dramatically change the entire world in 10 years."
AGI and AI Development Speed, Humans Need to Ponder Life's Meaning
Regarding the arrival of Artificial General Intelligence (AGI), Musk candidly said that AI development is like a "supersonic tsunami" that might have innovative breakthroughs this year or next. He emphasized that making AI a seeker of truth is his first priority for AI safety, and it should also have a sense of humor because life needs a bit of fun.
He added that if AI has sufficient reasoning and creativity, it could discover new technologies and potentially cure all diseases in the future. However, the biggest challenge might be "how humans find the meaning of life".
Brain-Machine Interface Neuralink Prioritizes Medical Use, Promising Future Brain Upgrade
Discussing Neuralink's current status, Musk revealed that 8 paralyzed patients have already had devices implanted, enabling them to control computers through thought. The goal is to reach 20 implanted patients by the end of the year, and next year they will launch a "blind vision restoration" device test, directly stimulating the visual cortex.
He stated that in the future, it might even be possible to record and store human memories, and then download them into another body or robot, theoretically achieving "digital immortality," but currently, all efforts are prioritizing medical applications and safety.
Transforming X and Grok AI into a More Free and Trustworthy Community Platform
Discussing X's transformation vision, Musk said he hopes to combine video, text, instant messaging, and payment functions to create an all-in-one platform. He emphasized that they are currently internally testing the "xMoney" feature and are strongly promoting the upgrade of the messaging system to a point-to-point encrypted "XChat".
Regarding the AI assistant Grok, he said it will become one of the platform's core functions in the future, and can even help users analyze the credibility of advertisements. He joked:
"I've always wanted to know if the things in advertisements are real or fake, and now Grok can tell you."
When Humans No Longer Work for Survival, What Is Human Value?
Facing the productivity explosion brought by AI and robots, Musk frankly stated that in the future, everyone will have access to products and services, but the question will become:
"If nothing requires you to do anything, where does your value come from?"
This is also the reason he is promoting Neuralink, hoping for a deeper symbiosis and connection between humans and AI.
Risk Warning
Cryptocurrency investment carries high risks, and prices may fluctuate dramatically. You may lose all of your principal. Please carefully assess the risks.
