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Tesla Seeks Federal Ruling Over Terafab Name for $16.8 Billion Chip Complex
Tesla and SpaceX are seeking a federal ruling that the Terafab name does not infringe trademark rights held by TERA-print, adding a legal fight to the company's planned $16.8 billion chip complex. Tesla filed three Terafab-related trademark applications in May, and the planned Texas operation would manufacture, package and test advanced logic and memory chips for Optimus robots, Cybercabs and SpaceX data centers. Tesla shares slipped roughly 1% to $362.84 on Friday. The stock trades 8.66% above its $333.92 GF Value, indicating investors still pay a premium for Tesla's long-term growth ambitions. The larger question is whether Tesla can turn the $16.8 billion capital commitment into reliable semiconductor output, since bringing chip production in-house adds execution risk around yields, utilization, engineering talent and manufacturing discipline.
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Lucid and Bolt Partner on European Robotaxi Business, to Deploy 25,000 Vehicles
U.S. electric vehicle maker Lucid Group and Estonian ride-hailing startup Bolt announced on the 17th that they will partner to roll out an autonomous robotaxi business across Europe. As part of a broader effort to expand its autonomous vehicle fleet to 100,000 by 2035, Bolt plans to deploy 25,000 of Lucid's advanced autonomous vehicles in major European cities. The vehicles will be based on a new dedicated electric vehicle platform that Lucid will launch in the future and will use U.S. semiconductor giant Nvidia's autonomous driving architecture, Hyperion. The two companies will jointly develop a vehicle platform compatible with Level 4 autonomous driving under the U.S. Society of Automotive Engineers standards. Bolt's autonomous driving unit will help define requirements for vehicles, software, safety, and passenger experience, and will also handle the vehicle infrastructure, operational systems, and city partnerships needed for full-scale deployment. The partnership reflects in particular how robotaxi development in Europe is shifting from trial deployments to commercial rollout.
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Uber and WeRide Win Spain's First Level 4 Permit, Adding Madrid as Fourth City
Uber Technologies Inc. and WeRide, together with AVOMO, have secured Spain's first national permit covering level 4 autonomous passenger vehicles, making Madrid the fourth city in the Uber-WeRide partnership. The permit was issued by Spain's Directorate General of Traffic and allows WeRide to test its GXR vehicles and conduct roadmapping throughout Madrid ahead of a commercial launch planned for year-end, starting with 20 vehicles each supervised by an in-car specialist in high-demand areas of Greater Madrid. The Uber-WeRide partnership plans to reach 15 cities globally by 2030, part of an Uber asset-light AV strategy that spans more than 30 partnerships, with Uber expecting to commit over $10 billion across AV investments, infrastructure, and vehicle offtake over the coming years. That multi-partner bet is under strain: Uber and Waymo confirmed in late June that their Phoenix partnership had ended, Waymo is reportedly considering a broader exit, and the NHTSA is investigating Uber AV partner Avride after multiple crashes, while Tesla ramps up its own Cybercab fleet and Waymo has raised $16 billion to accelerate independent growth. Hedge fund ownership was broadly stable, with holders slipping from 153 at the end of Q1 2026 to 151 at the end of Q2 2026, and short interest stood at only 2.29% of float as of August 31, 2026.