Tesla Roadster officially teased; "Go for launch" on October 1

Tesla reported Q3 earnings, highlighting improved automotive gross margins (18.3%), reduced capex forecasts (~$20B), and progress on Robotaxi rollout. CEO Elon Musk noted strong demand. CFO Vaibhav Taneja addressed cash flow concerns, easing investor worries. The company remains on track with its full self-driving (FSD) software v15 release, expected in Q1 or Q2 2024.

Tesla reports nearly all 2027 Megapack supply is sold, driven by AI data center demand. CEO Elon Musk and CFO Vaibhav Taneja cited extreme demand on Q3 2026 earnings call. Tesla's combined Megapack capacity is ~110 GWh across Texas, California, and Shanghai. Company began delivering Megapacks with in-house LFP batteries. No specific order numbers or financial details were provided.

Tesla CEO Elon Musk stated that the company's Megapack battery storage systems are nearly sold out through 2027 due to surging demand. Tesla's energy business reported a 33.1% gross margin, up from 20.4% in the previous quarter, with strong order backlog and expanding production capacity. Energy revenue fell 16% year over year to $2.88 billion, highlighting fluctuations in project deliveries.

NHTSA proposed updating federal lighting rules for autonomous vehicles, including optional cyan ADS marker lamps for cars like Tesla's Cybercab. The proposal, open for comments until late November, would allow automakers to choose whether to implement the new lights. Tesla is under investigation for Cybercab certification but plans to sell them by year-end.

Samsung Electro-Mechanics, a Samsung Group subsidiary, received investments from Nvidia (2.6 trillion won) and Tesla (1.1 trillion won) for AI semiconductor production. The company produces MLCC and FC-BGA, crucial for AI data centers and semiconductors. Nvidia and Tesla aim to secure stable substrate supplies for their AI and automotive technologies.

Intel will manufacture a chip for Tesla using its 14A process, though the specific chip remains undisclosed. Intel aims to prove its foundry capabilities against competitors like TSMC and Samsung. Tesla may use the chip for AI or infotainment systems, with production potentially starting around 2028. Intel also announced a $20 billion equity raise for factory expansion.