Overview
- Tesla has not signed any agreement, and Intel declined to comment on the possibility of working together.
- Intel shares rose following Musk’s remarks at Tesla’s shareholder meeting, including a pop in after-hours and gains in early trading.
- Tesla outlined a chip roadmap with limited AI5 output in 2026, high-volume AI5 production in 2027, and AI6 volume by mid-2028.
- Musk said Tesla’s AI5 is intended to be far more efficient and cheaper to manufacture than Nvidia’s Blackwell, describing the claims as roughly one-third the power at 10% of the cost.
- Tesla currently uses TSMC and Samsung but says their capacity won’t satisfy future needs, as Intel expands its foundry push after the U.S. government took a 10% stake this year.