Physical AI Semiconductor Supply Chain — Nvidia Orin vs Thor vs Tesla FSD Chip
Nvidia Orin vs Thor vs Tesla FSD chip: how the AV inference compute supply chain — TSMC, Samsung, advanced packaging — constrains the Physical AI ramp.
Tags · #supply-chain
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.
Physical AI Supply Chain Analysis — Hardware Makers, Bottlenecks, and the Ramp Constraints
Who makes the chips, sensors, and actuators powering physical AI fleets — and which supply chain bottlenecks could stall the ramp even if the software is ready.
Physical AI Supply Chain — Who Makes the Sensors, Chips and Actuators
Layer-by-layer map of the AV and humanoid robot supply chain: LIDAR, radar, cameras, AI compute, actuators, and geopolitical risks.
Physical AI Supply Chain — Lidar, Compute, Actuators, and the Hidden Ramp Bottlenecks
Hardware, not software, is the hidden constraint on Physical AI: lidar lead times, NVIDIA Orin allocations, harmonic drives, and Waymo Zeekr dependency mapped.
Hugging Face malware supply chain: typo-squat hits #1 trending — 244K downloads in 18h before takedown
Open-OSS/privacy-filter typo-squat hit #1 trending on Hugging Face May 11 — 244K downloads in under 18h. Windows infostealer via loader.py. Pin revision SHAs.