Quote from Ndubuisi Ekekwe on November 24, 2025, 1:56 PM

Tesla has entered the grand arena of microchip manufacturing, and many companies may now have reasons to worry. Why? Because unlike traditional chipmakers, Tesla is not just a semiconductor firm. It has cars, satellites, humanoid robots, boring tunnels, neural implants, factory systems, energy devices, and more. Yes, internal customers with massive computational appetite. If Elon Musk succeeds, Tesla’s in-house demand alone could give the company a competitive fortress, distorting the semiconductor equilibrium in its favour.

And from what we are observing, this is no side business inside Tesla. This is shaping up to be a serious chipmaking subsidiary capable of building silicon at scale and selling to external customers. The reports capture the intensity: “Elon Musk is making his boldest move yet to make Tesla a chipmaking powerhouse. He has placed himself at the center of the company’s next technological leap, turning Tesla into something that looks as much like a semiconductor powerhouse as an automaker.’

This is not the language of a corporate memo. It is the tone of a founder rallying elite engineers for a mission that blends urgency, ambition, and destiny.

And this move reveals something deeper: before software can eat the world, hardware must first cook the world. Every line of code requires a transistor to switch. Every AI model demands billions of operations per second. When chips do not advance, software collapses.

Companies like Tesla are now moving to the foundational layer of silicon level since whoever controls the hardware stack will shape the future of AI, robotics, mobility, energy, and possibly contemporary civilization itself. It is what it is. Musk understands that to win the future, you must own the furnace where the future is forged. Microprocessors RULE everything and that is why NVIDIA is the current king.