"In his post, Elon Musk stated that Tesla's AI5 chip design is "almost done," while AI6 has already entered early development. Musk added that Tesla plans to continue iterating rapidly, with AI7, AI8, AI9, and future generations targeting a nine-month design cycle. He also noted that Tesla's in-house chips could become the highest-volume AI processors in the world. Musk framed his update as a recruiting message, encouraging engineers to join Tesla's AI and chip development teams."
"In December, it was reported that Samsung is preparing to manufacture Tesla's AI5 chip, accelerating hiring for experienced engineers to support U.S. production and address complex foundry challenges. Samsung is one of two suppliers selected for AI5, alongside TSMC. The companies are expected to produce different versions of the AI5 chip, with TSMC reportedly using a 3nm process and Samsung using a 2nm process."
Tesla's AI5 chip design is almost complete and AI6 is in early development. Tesla intends to continue rapid generational iterations with AI7, AI8, AI9 and beyond, targeting a nine-month design cycle. Tesla positions its in-house processors to become the highest-volume AI chips globally and is recruiting engineers for AI and chip development. Samsung and TSMC are selected as AI5 suppliers, expected to produce different versions using Samsung's 2nm and TSMC's 3nm processes. Samsung is preparing U.S. manufacturing and accelerating hiring to address complex foundry challenges. Faster chip cycles are expected to enable quicker learning, faster iteration, and a compounding advantage in AI and autonomy.
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