Did you hear that Nvidia and Tesla invested trillions in the same Korean company? This week's

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.

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.

Tesla aims to produce 5 million vehicles annually by 2030, nearly tripling current output. CEO Elon Musk outlined this goal during the Q3 earnings call, despite a 43% decline in quarterly net income to $787 million. The company plans $20 billion in capital expenditure by 2026 for expansion, with production capacity cited as a constraint.

Tesla (TSLA) and Nvidia (NVDA) plan to invest $2.8 billion in Samsung Electro-Mechanics to expand production of advanced substrates for AI processors. Nvidia will contribute $2.0 billion, while Tesla will invest $829.9 million for a five-year supply of substrates. Samsung expects Nvidia to become a major customer by 2028, with both companies aiming to secure supply chains for AI and autonomous-driving technologies.

Nvidia has up to $108.5 billion in gross guarantees for AI infrastructure, including $105 billion for SB Energy leases and $3.5 billion for partners' obligations. It also has a $36 billion commitment to buy AI-cloud services. CoreWeave's borrowing costs surged, highlighting risks for Nvidia's AI investments. Nvidia also has a $6.3 billion contract with CoreWeave. Analysts warn of potential issues if compute demand falls short.

AWS reported that customers have booked most of its 2027 capacity, with $220B planned for 2026 capital spending. NVIDIA and TCV invested in Higgsfield's Series B extension, with Higgsfield reporting a $1B annualized revenue run rate. Western Digital reported $4.381B in Q1 revenue, up 55% YoY, with a 57.8% gross margin.