FSD’s insatiable appetite for AI compute is taking shape once again at Giga Texas, where Tesla is building out Cortex 2.0 — its second large-scale GPU supercomputer cluster — on the facility’s north side.
This confirmation comes thanks to the detailed research and findings by Giga Texas drone pilot Joe Tegtmeyer, who shared his findings on X.
For months, there has been some speculation on what this new site would be - new storage, the Optimus production line, preparation for the Cybercab’s unboxed assembly process, and more. Now, thanks to permits filed by Tesla, we know that this new area is destined to become the second supercomputer destined for FSD training.
Cortex 2.0
There are some key details we can unpack from what we’ve learned about Cortex 2.0. The new facility will be on the north side of Giga Texas, opposite Cortex 1.0, which is on the south side. The permits explicitly tie the usage of this expansion to Cortex 2.0, namely through the fact that it is a data center.
This is actually a change from Tesla’s original plans - the northern section was intended to be used as a central campus support facility, with three smaller facilities and water storage tanks. Now, it has been redesignated as Cortex 2.0 and is one large structure.
The permits that have been filed have already been approved and cover the foundations, underground water mains, and building itself. The steel structure is actively being put together on the concrete foundations, and about 50% of the roof decking is already complete, bringing the exterior shell closer to completion.
Fueling FSD’s Brain
The deployment of Cortex 2.0 is the latest in Tesla’s massive and ongoing investment in the computational power required to train FSD. While this primarily covers FSD for cars, this will also eventually apply to Optimus, which is powered by the same AI4 computer and also runs a variant of FSD.
This isn’t Tesla’s first foray into large-scale AI infrastructure and won’t be their last. Alongside Dojo, their home-grown AI supercomputer, Tesla has been partnering closely with Nvidia to ensure they have the GPUs necessary to do all the hard work. Cortex 2.0 is the next iteration, and once it's fully online, we can expect that Tesla’s work on FSD will accelerate even further.
Especially since Elon is planning something truly outrageous once again:
Been thinking about the fastest way to bring a terawatt of compute online.
That is roughly equivalent to all electrical power produced in America today.
In a world first, Tesla has successfully completed its first fully autonomous delivery of a new vehicle from Gigafactory Texas to a customer’s home. While Musk announced this was coming, some of the details make the achievement even more impressive.
The first fully autonomous delivery of a Tesla Model Y from factory to a customer home across town, including highways, was just completed a day ahead of schedule!!
Congratulations to the @Tesla_AI teams, both software & AI chip design!
A Tesla Model Y left the factory, navigating highways at speeds up to 72mph, a day ahead of Tesla’s previously announced schedule. Most critically, Elon also confirmed two key factors that make this achievement even more impressive than Tesla’s launch of the Robotaxi last week.
There were no Safety Monitors in the car, and no remote operators took control of the Model Y at any time, really making this an amazing achievement.
While the launch of the Robotaxi was an amazing step for Tesla, this one easily takes the cake.
No Safety Monitor, No Passengers, No Limits
The significance of this event lies in just how it differs from the current Robotaxi service operating in Austin.
First and most importantly, there was no Safety Monitor. Nobody was sitting up front, ready to tap one of the emergency stop buttons on the screen. The vehicle was empty, fresh from the factory. This is the unsupervised experience and future that we’ve been waiting for.
Max speed was 72 mph -- Ashok Elluswamy
Why There Was No Safety Monitor
However, there is an important distinction with this autonomous ride — that there were no passengers. This is the crucial regulatory distinction. By operating as a logistics trip rather than as a commercial ride-hailing service, Tesla was likely able to bypass many of the stringent rules governing passenger transport.
This freedom is what enabled the other key difference: operating with fewer restrictions. That included a 72mph top speed on the highway, which is well outside the geofenced Robotaxi Network that’s currently available in Austin.
This event wasn’t a surprise - Elon had previously stated that Tesla expects the first fully autonomous delivery to happen on June 28th. He even worked some flex time into that, saying the timing could potentially slip into early July.
It turns out that additional time wasn’t needed, as Tesla ended up delivering its first vehicle a day early. It seems that Tesla is pulling data quickly from its fleet of slightly modified Model Ys cruising the streets of Austin, which likely enabled the confidence behind giving this the green light.
Video of the Drive
Tesla shared a video of the entire drive, from the vehicle leaving Giga Texas to it arriving at the customer’s home. The entire ride took 30 minutes, crossing parking lots and going on the highway.
This Tesla drove itself from Gigafactory Texas to its new owner's home ~30min away — crossing parking lots, highways & the city to reach its new owner pic.twitter.com/WFSIaEU6Oq
This successful delivery is another fantastic use case for FSD that could be another entire business in and of itself for Tesla. The ability to autonomously move vehicles, potentially with cargo inside them, has massive implications for both Tesla’s factory-to-customer logistics, as well as challenging other services like Uber Eats and Skip the Dishes down the road.
Additionally, logistics-focused autonomy may be easier to scale than the Robotaxi network. It sidesteps many of the complex safety, liability, and customer-facing service challenges that come with carrying human passengers. This could be a faster and clearer path for regulatory approval.
Fork in the Road
But it's more than just a new business.
Back in 2022, Elon commissioned an art piece that now stands outside Giga Texas. It is, quite literally, A Fork in the Road. Part of Elon’s greater goal is to ensure we pass Fermi’s Great Filters, and that means ensuring we generate green energy, electrify and automate transportation, and move towards sustainable abundance.
Two years ago, I commissioned an art piece: A Fork in the Road.
Had to make sure that civilization took the path most likely to pass the Fermi Great Filters. pic.twitter.com/mYFzdAy6WF
The point of the fork here is that Tesla’s first autonomous delivery isn’t just a publicity stunt. We’re finally here, at the fork in the road. We’ve hit it - true autonomous capabilities being demonstrated on public highways under a specific and challenging set of conditions. That’s a true Level 4 autonomous capability with no one in the car.
While Robotaxi is a fantastic step towards changing personal transport, this successful delivery proves that there are even more uses to FSD beyond what we’ve seen so far.
Tesla has issued a new, voluntary safety recall for a small batch of Model 3 and Model Y vehicles due to an issue with improperly tightened fasteners in the first-row seats.
The recall impacts only about 48 vehicles and will require a Tesla service visit to resolve.
Improperly Tightened Fasteners
According to the recall notice, the issue stems from the first-row seating that may have been manufactured with improperly torqued fasteners that attach the seat back to the seat bottom. In some cases, the fasteners may be loose or missing, which could cause a rattle or the seat to detach.
This is a critical safety issue, as a seat back that is not properly anchored could detach, leaving the driver or passenger unsupported and increasing the risk of an accident.
According to Tesla’s investigation, this issue originated from a production change made for vehicles manufactured between April 3rd and May 7th of 2025. However, not all vehicles built within that date are impacted by the recall. The issue impacts 30 2026 Model Ys and 18 2025 Model 3s, across all variants, including RWD, AWD, and Performance (for the Model 3).
Thankfully, there have been no incidents related to this issue to date.
The Fix
Since this is a physical recall, Tesla will have to inspect impacted vehicles and replace and properly retorque the seat fasteners as needed, free of charge.
Owners of vehicles who have been impacted have already been contacted under the voluntary recall, and most vehicles should have been repaired by the time this notice is formally issued.
You can also check if your VIN is impacted by a recall using Tesla’s Recall Tool.
Tesla has noted the repair should take approximately one hour of work at a Service Center, and up to two hours if a Mobile Ranger addresses the recall.
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