Tesla
Tesla designs and manufactures electric vehicles, batteries/energy storage, and robotics (Optimus), using in-house AI compute and chips to power self-driving and robotic capabilities.
AI tierAI-poweredAI is real and material, but the business is not AI.
AI layerApplies AISells an outcome that AI powers.
In Austin★ Headquartered hereSince 2021
Why: Tesla's core business is manufacturing EVs and robots, but it builds massive AI compute (Cortex supercluster, in-house AI5 chips) at Giga Texas to power FSD autonomy and the Optimus robot, so AI is material but applied to physical products rather than sold as a standalone AI product.
Austin office
- ★ HQGigafactory Texas13101 Harold Green Road, Austin, Texas 78725Opened 2021
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