Musk Says Tesla’s AI5 Chip Is Almost Done, Sets Nine-Month Design Cadence

Overview

• Elon Musk said AI5’s design is nearly complete, AI6 has begun, and future generations target a nine‑month cycle in a post framed as a recruiting call.
• Reporting indicates Samsung and TSMC will manufacture versions of AI5, with process nodes described as 2nm at Samsung and 3nm at TSMC and production tied to Texas and Arizona plants.
• Musk has pointed to 2027 for high-volume AI5 output, with a limited run possible in 2026, as AI4 remains the current in‑vehicle platform.
• Coverage describes AI6 as targeting roughly double AI5’s performance, with large production volumes projected by mid‑2028.
• Analysts and reporters highlight contradictions with an earlier claim that AI5 was already finished and question the feasibility of a nine‑month cycle given typical validation and automotive safety requirements.