Tags · #hardware

Physical AI Hardware Evolution — Lidar Cost Curves, Tesla HW4 to HW5, Waymo Gen 6, and the Race to Sub-$1,000 AV Bill of Materials

Lidar fell 99% from $75,000 to under $500. Tesla HW4 BOM is $300-700 vs Waymo Gen 6 at $5,000-15,000; Cybercab and Gen 7 are each company hardware cost gate.

Physical AI Sensor Supply Chain 2026 — Waymo LIDAR Cost Trajectory vs Tesla Camera and FSD Chip TSMC Risk: The Hardware Economics Benchmark

LIDAR fell from $75K per unit in 2009 to under $1K today. Tesla's camera-only sensor cost per vehicle is est. 3-10x cheaper than Waymo's multi-sensor suite.

Waymo Gen 6 Vehicle — Purpose-Built, Zeekr-Manufactured, and the Key to Fleet Economics

Waymo's shift from the Jaguar I-PACE Gen 5 to a purpose-built Gen 6 vehicle made with Zeekr is the most important cost-reduction move in commercial AV history.

Intel and Foxconn Launch Rack-Scale AI Partnership at Computex, Taking Aim at Nvidia GB200

Read this because Intel is not trying to beat Nvidia on GPU performance — it is betting on a full-stack alternative-supply play backed by Foxconn's manufacturing scale. The +4.43% stock reaction shows investors see it as credible.

Intel and Foxconn unveiled a rack-scale AI co-development partnership at Computex 2026, targeting Nvidia GB200 NVL with a 100 kW liquid-cooled Xeon rack.