Elon Musk says Tesla is quietly becoming an AI chip powerhouse with ambitions to outproduce the rest of the industry combined.
In a new post on X, Musk says Tesla has spent years building an internal AI chip and board engineering group that now designs the hardware powering its cars and data centers.
“Most people don’t know that Tesla has had an advanced AI chip and board engineering team for many years. That team has already designed and deployed several million AI chips in our cars and data centers.”
He says those in-house chips are central to Tesla’s push to dominate real-world artificial intelligence.
“These chips are what enable Tesla to be the leader in real-world AI.”
Musk outlines an aggressive internal roadmap, saying the current generation in vehicles is already on its fourth iteration, with the fifth close to a finalized design or “taping out” and work beginning on the sixth.
“The current version in cars is AI4, we are close to taping out AI5 and are starting work on AI6. Our goal is to bring a new AI chip design to volume production every 12 months.”
He adds that Tesla’s long-term target is to outship the entire AI chip industry, banking on demand from its vehicle fleet and future robots.
“We expect to build chips at higher volumes ultimately than all other AI chips combined. Read that sentence again, as I’m not kidding.”
Musk says the chips are meant to support both driver safety and broader automation through Tesla’s Optimus humanoid robot, which he links to future medical applications.
“These chips will profoundly change the world in positive ways, saving millions of lives due to safer driving and providing advanced medical care to all people via Optimus.”
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