Peter Smith
⬤ Tesla has been running a dedicated AI chip and board engineering team for several years now, and that group has already designed and shipped millions of AI chips that are currently running in Tesla vehicles and data centers. The company recently showed off its Tesla-branded AI5 chip, proving it's serious about building its own silicon as a core part of its real-world AI strategy.
⬤ Right now, Tesla's cars are running AI4 hardware. The company is close to finishing AI5 and has already started working on AI6. The plan is to push out a new AI chip design into full production every single year—a pace that would put Tesla among the fastest movers in the entire chip industry. Tesla expects to eventually make more of these chips than everyone else in the AI space combined, which shows just how central custom silicon has become to the company's future in autonomy and computing power.
These chips will profoundly change the world in positive ways, including enabling safer driving that could save millions of lives.
⬤ Custom-built hardware gives Tesla a real edge when it comes to training and running AI models for self-driving and robotics. These chips aren't just about cars—they're also powering Tesla's Optimus robot platform, which the company sees as a future player in advanced medical care and other fields.
⬤ Tesla is actively hiring for its chip program right now. The move signals that Tesla is doubling down on vertical integration in AI hardware, making its accelerated chip roadmap a cornerstone of its long-term tech and product plans.
Peter Smith
