Tesla recently reported a sharp rebound in China-made Model 3 and Model Y sales in April, alongside securing its largest-ever Tesla Semi truck order and unveiling a multibillion‑dollar Terafab chip manufacturing initiative with SpaceX and xAI. Together, these developments highlight how Tesla is tying core EV demand, AI chip capacity and commercial trucking into a broader physical‑AI platform spanning vehicles, energy and robotics. We’ll now examine how the China sales recovery and Terafab...