Chinese EV truck startup Windrose delivered its first R700 heavy truck to Texas firm Allogic at $285,000, featuring 640km range, 1,400hp and 729kWh battery on an 800V platform. The company holds regulatory approval across China, the U.S., Europe and South America, plans U.S. production with partner Xos and targets 2,000 units in 2026 despite Section 232 tariffs.

Tesla's Terafab semiconductor project secured Intel's commitment to co-develop facilities capable of producing up to 1 terawatt of annual computing power for AI. Intel's expertise in chip design and packaging is expected to accelerate deployment of 2nm nodes in Austin, bolstering Tesla's long-term AI and robotics ambitions.

Windrose's competitive pricing and Tesla's new chip capacity intensify rivalry in the heavy EV truck market and AI hardware space. Tesla must leverage its 1,000V Semi platform and scale production while integrating advanced chips to maintain its leadership against lower-cost entrants and enhance margins.