
For more than a decade, lithium-ion batteries have defined the global power battery market, concentrating technology, capital and supply chains along a single trajectory. That model is now under pressure. Sharp swings in lithium carbonate prices have exposed structural vulnerabilities, forcing the industry to confront a long-ignored question: what happens when the core input cost is no longer predictable?
Tesla has quietly taken a significant step deeper into artificial intelligence (AI), disclosing a US$2 billion acquisition of an unnamed AI hardware company in a single sentence buried in its latest regulatory filing.



