"Intel is excited to partner with us on some of the core manufacturing technologies. By the time Terafab scales up, 14A will be probably fairly mature or ready for prime time... we think it's going to be a great partnership."
"Terafab is not some sort of mechanism to generate leverage over our chip suppliers. We don't see a path to having enough sufficient quantity of AI chips down the road... we just anticipate hitting the wall if we don't make chips ourselves."
"If the next phase of Tesla is built on autonomy and AI rather than just selling cars, then securing its own supply of chips - or building them outright - starts to make sense."
"We do have some ideas for how to make maybe radically better AI chips."
Elon Musk announced Tesla's intention to manufacture AI chips using Intel's upcoming 14A process, which is not yet complete. This initiative, termed 'Terafab', aims to produce AI silicon at scale. Musk expressed confidence in the partnership with Intel, suggesting that by the time Terafab is operational, the 14A process will be mature. He emphasized the urgency of this move due to anticipated supply shortages of AI chips. Despite Tesla's ongoing vehicle sales, revenue and profits have declined, highlighting the need for self-sufficiency in chip production as the company shifts focus towards AI and autonomy.
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