Elon Musk showcased the internal structure of Tesla's Cortex AI supercomputer cluster being built at the Austin headquarters, which is expected to require 130 megawatts of cooling and power upon launch, growing to 500 megawatts by 2026. The cluster contains 70,000 AI servers, primarily used to solve real-world AI issues, particularly for training Tesla's full self-driving system and the AI for the Optimus robot. Cortex will rely entirely on Nvidia's hardware at launch, while Tesla's own hardware is expected.

Arm's latest Cortex-M52 chip aims to provide AI analytics for the smallest IoT and embedded devices. The Cortex-M52 chip leverages Arm's Helium technology to enhance DSP and machine learning performance, equipping small devices with more AI capabilities. The AI market in IoT is expected to reach $91.7 billion by 2032. Arm maintains a competitive edge against rivals like RISC-V, though the market landscape continues to evolve.

Arm's release of the Cortex-M52 chip marks the entry of AI into the smallest devices in the IoT space. The Cortex-M52, combined with Helium technology, enhances the performance of embedded devices while reducing energy consumption. Developers can optimize AI applications in areas such as vibration and anomaly detection using a unified software environment. The Cortex-M52 employs security technologies to help manufacturers achieve PSA Certified Level 2 certification. Arm responds to the emergence of RISC-V, emphasizing its commitment to partners and its software ecosystem.