**Tesla: Intel Terafab JV $20-25B Giga Texas 1TW AI/Space Output + FSD 14.3 beta + Samsung + CATL LFP Megapack + China battery recycling regs**
Key Questions
What is Tesla's Q1 delivery performance?
Tesla Q1 deliveries were 358k, missing estimates. Cybercab launches Feb 2026 at Giga Texas with Unboxed process for 50% cost cuts.
What is the Intel-Tesla TeraFab JV?
Intel joins Elon Musk’s $20-25B TeraFab JV at Giga Texas for 1TW Dojo3/Samsung $16.5B/FSD/Optimus/SpaceX/xAI chips. Long timelines but validates Intel foundry (INTC +3-4%).
What are Tesla's upcoming AI and robot products?
AI5/Optimus launch late 2026. FSD 14.3 beta ongoing.
What battery deals is Tesla pursuing?
Tesla has $4.3B LG Michigan Megapack, CATL $10.4B 2025 +42%, Samsung + CATL LFP Megapack. LFP shift triples demand.
How are China's battery regulations changing?
China mandates battery recycling traceability Apr 2026/June 2025 stricter rules for retired EV batteries.
What is LG Energy Solution's Q1 outlook?
LGES expects Q1 op loss 207.8B won, wider than est due to weak EV demand.
How did Rivian perform in Q1?
Rivian Q1 beats with VW/Uber deals. Nio ES9 features NT3.0/900V/CATL 102kWh.
Why is Intel's involvement in TeraFab significant?
Elon Musk's endorsement validates Intel's AI foundry ambitions for SpaceX/Tesla/xAI chips.
Q1 deliveries 358k miss; Cybercab Feb'26 Giga Texas/Unboxed (50% cost cuts); AI5/Optimus late'26; Intel $20-25B TeraFab JV Giga Texas 1TW Dojo3/Samsung $16.5B/FSD/Optimus/SpaceX/xAI chips (INTC +3-4%, foundry validation/long timelines); Rivian Q1 beats + VW/Uber; Nio ES9 (NT3.0/900V/CATL 102kWh); China battery regs Apr'26/recycling traceability/June 2025 stricter; $4.3B LG Michigan Megapack; CATL $10.4B 2025 +42%; LGES Q1 op loss 207.8B won wider est (EV weak); LFP shift triples demand.