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# Evening Scan
- URL: https://adjacent.media/scan/2026-04-23-pm/
- Published: 2026-04-23T23:02:58.000Z
- Updated: 2026-04-23T23:02:59.000Z
- Description: The chip wars got messy today as Samsung workers demanded a bigger slice of AI profits while SpaceX filed to manufacture its own GPUs. Software stocks took a beating on fears that AI might actually be coming for their lunch.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

The chip wars got messy today as Samsung workers demanded a bigger slice of AI profits while SpaceX filed to manufacture its own GPUs. Software stocks took a beating on fears that AI might actually be coming for their lunch.

> **$25B** — Tesla's new capex target for 2026, up significantly as it pushes into Optimus and robotaxi production.

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#### [Samsung rally draws 30,000 to demand greater share of AI profits](https://www.bloomberg.com/news/articles/2026-04-23/samsung-rally-draws-30-000-to-demand-greater-share-of-ai-profits?ref=adjacent.media)

Workers want 15% of chip division operating profits — that's $27B total or $400K+ per worker in the division. *(Bloomberg)*

#### [Tesla raises 2026 capex to $25 billion](https://thenextweb.com/news/tesla-25-billion-capex-2026-optimus-robotaxi-ai-chip-fab?ref=adjacent.media)

The company will burn cash for the rest of the year but delivered $1.4B in Q1 free cash flow as a cushion. *(The Next Web)*

#### [China's 360 hunts software flaws with AI, echoing Mythos](https://www.bloomberg.com/news/articles/2026-04-22/china-s-360-hunts-software-flaws-with-ai-echoing-mythos?ref=adjacent.media)

AI vulnerability hunters found \~1,000 previously unknown flaws including in Microsoft Office — the cyber arms race just got more automated. *(Bloomberg)*