Hey everybody, Rob Maurer here and today we've got some exciting new details on exactly

how impactful Tesla's new H100 cluster is going to be for their capabilities, also got

a couple updates on Project Highland, some news on Tesla battery research and a few other

items as well.

Alright, starting off with the stock, not quite, not quite as exciting of a day for

Tesla today, down one tenth percent, closing at $256.90 while the NASDAQ was up half a

percent today.

As we mentioned, when looking at the calendar, a couple economic reports that were published

today, the revised estimate for GDP for the second quarter was published.

That was revised down.

So the advance release, the first release estimated GDP at 2.4%, GDP now coming in at 2.1%

with this revised release.

We should get the final number, I think that will come in about a month or so.

So not the final release, but interesting to see that revised down, obviously the lower

that number is, represents worse things for the economy, but potentially impacts expectations

for interest rates as well, and kind of paired alongside that with the GDP release was the

Q2 PCE or personal consumption expenditures.

Those were revised, so this is different than the PCE report that will get for July tomorrow

that will come out before market open.

That's the monthly indicator.

This is the quarterly indicator.

These get revised too, of course, and this, in this case, second quarter PCE was revised

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