$TSLA announced successful tape-out of next-generation A15 AI chip;

CEO Musk stated the chip “will become one of the world’s highest-volume AI chips in the future,” primarily for FSD, Dojo supercomputer and Optimus humanoid robots;

Nuclear power/quantum computing sector surged over 8% (Oklo +8%, D-Wave Quantum +22.63%, IonQ +20.95%), driven by dual forces of energy transition and surging AI compute demand;

AI application software sector rose ~4-6% (Cloudflare +6.43%, Palantir +4.75%); semiconductor sector mixed (ASML -4%, Intel +1.77%); tech giants rallied collectively (NVDA +1.2%, AAPL +2.94%, MSFT +4.61%, TSLA +7.62% etc.), driving $SPYon to first close above 7,000 and Nasdaq to record highs; TSMC and $NFLXon earnings released today.