Tesla reported first-quarter results that beat market expectations despite concerns about slowing electric vehicle demand. Revenue rose to $22.39 billion from a year earlier, while expanded capital spending focused on AI and robotics is adding to financial pressure. The company also faces controversy over cash flows, putting the balance between growth strategy and profitability in focus. Separately, Sony Group and Honda decided to effectively suspend their EV joint venture, and GM halted plans for a next-generation revamp of large electric pickups and SUVs.

Tesla is preparing an upgraded successor to its HW4 self-driving computer, dubbed HW4 Plus. Elon Musk (일론 머스크) said on a quarterly earnings call that a new AI4.1 or AI4 Plus chip will double memory, raising RAM per chip to 32 GB and total system memory to 64 GB. He also acknowledged HW3 struggles with unsupervised FSD, citing memory bandwidth as a key bottleneck.