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Tesla10-K: Joint venture

Tesla partners with Samsung on custom AI chips and builds new 'Cortex 2' data center.

What happened

To power its AI ambitions, Tesla is collaborating with Samsung to manufacture advanced semiconductors in the U.S. and is building a new AI training data center, 'Cortex 2'. This indicates a critical need for data center infrastructure, specialized hardware, and semiconductor manufacturing support.

Source

SEC EDGARJan 28, 2026

Annual report (Form 10-K)

Tesla 10-K

Filing excerpt

In 2025, we further expanded Cortex, our training cluster at Gigafactory Texas, and announced a new collaboration with Samsung to manufacture advanced semiconductors for AI inference and training in the U.S. We are currently building Cortex 2 at Gigafactory Texas to further increase our AI training compute capacity.

sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Joint venture

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Jan 28, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1318605
Accession number
0001628280-26-003952
Filing year
2026
Why it matters
New entity needs
Signal category
Strategic

Topics and mentions

Technologies

  • AI
  • semiconductors
  • inference
  • training
  • data centers

Vendors

  • Samsung

Regions named

  • U.S.

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Feb 3, 2026
signal_type
sec-10k
signal_subtype
jointVenture

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/79466040-510e-4d17-bb1f-034ed3cb9637 returns this record as JSON. POST /v1/companies/enrich returns every signal for tesla.com.

{
  "signal_id": "79466040-510e-4d17-bb1f-034ed3cb9637",
  "signal_type": "sec-10k",
  "signal_subtype": "jointVenture",
  "detected_at": "2026-02-03T08:23:46.402+00:00",
  "company": {
    "name": "Tesla",
    "domain": "tesla.com"
  },
  "data": {
    "detail": "To power its AI ambitions, Tesla is collaborating with Samsung to manufacture advanced semiconductors in the U.S. and is building a new AI training data center, 'Cortex 2'. This indicates a critical need for data center infrastructure, specialized hardware, and semiconductor manufacturing support.",
    "summary": "Tesla partners with Samsung on custom AI chips and builds new 'Cortex 2' data center.",
    "excerpts": "In 2025, we further expanded Cortex, our training cluster at Gigafactory Texas, and announced a new collaboration with Samsung to manufacture advanced semiconductors for AI inference and training in the U.S. We are currently building Cortex 2 at Gigafactory Texas to further increase our AI training compute capacity.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026003952/tsla-20251231.htm",
    "filing_date": "2026-01-28",
    "filing_year": 2026,
    "sales_relevance": "New entity needs",
    "signal_category": "strategic",
    "regions_mentioned": [
      "U.S."
    ],
    "vendors_mentioned": [
      "Samsung"
    ],
    "technologies_mentioned": [
      "AI",
      "semiconductors",
      "inference",
      "training",
      "data centers"
    ]
  }
}

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