According to Sawyer Merritt, South Korean battery material maker L&F announced that its 2023 supply agreement with Tesla has been revised down to $7,386 from the previous estimate of $2.9 billion, as reported by Yahoo Finance. The initial deal was for L&F to supply high nickel cathode materials for Tesla’s advanced 4680 battery cells from January 2024 through December 2025. This major reduction highlights volatility in the AI-powered electric vehicle supply chain, particularly affecting companies leveraging artificial intelligence for battery optimization, predictive analytics, and smart manufacturing. The change underscores the importance of adaptable AI-driven logistics and procurement systems in the rapidly evolving EV sector. (Source: Sawyer Merritt, Yahoo Finance)

According to Sawyer Merritt, Tesla has announced a significant increase in investments for its 4680 battery cell production at Giga Berlin, aiming to reach 8 gigawatt hours per year starting in 2027 (Source: Sawyer Merritt on X). Tesla's plan to vertically integrate battery cell and vehicle manufacturing at a single site is unique in Europe and is set to strengthen supply chain resilience. For AI-driven businesses, this presents major opportunities in smart factory automation, predictive maintenance, and supply chain optimization, as large-scale battery manufacturing increasingly relies on artificial intelligence to maximize efficiency and output.

According to Sawyer Merritt, Elon Musk has confirmed that both the Tesla Cybercab and Tesla Semi will utilize 4680 battery cells starting next year (source: Sawyer Merritt on Twitter). The integration of 4680 cells is significant for AI applications as these high-performance batteries will enable longer range, faster charging, and greater energy efficiency, directly supporting advanced autonomous driving and AI-powered fleet management. This move positions Tesla to further leverage AI for real-time data analysis, predictive maintenance, and smart logistics, creating new business opportunities in autonomous vehicle operations and commercial transport powered by AI (source: Sawyer Merritt on Twitter).