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Tesla, Nvidia to Bankroll $2.8 Billion Samsung Substrate Buildout as AI's Next Shortage Takes Shape

· Source: finance.biggo.com

In short

Tesla and Nvidia are jointly investing about $2.8 billion in Samsung Electro-Mechanics to expand production of FC-BGA substrates essential for AI chips. Nvidia will contribute around $2 billion and Tesla about $830 million to fund dedicated lines in Samsung's Sejong complex, supporting AI processors and autonomous driving technologies. The investment is part of a broader initiative to dramatically increase substrate capacity amid rising demand for advanced AI infrastructure.

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In the issue of week 44, 2026: Warehouse AI now has live throughput proof: Aeon reports loading doubled at Saitama

Tags: substrates, investment, supply chain, AI chips, capacity

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