Overview

• Elon Musk said Tesla completed a design review for the AI5 chip and claimed it will offer the lowest cost and best performance per watt for models under roughly 250 billion parameters.
• Tesla has collapsed development to a single chip architecture, with Musk saying the move concentrates the company’s silicon talent on one platform.
• Reporting indicates AI5 will start at TSMC with a planned ramp in Arizona, while AI6 is slated for Samsung’s Texas facility under a multiyear deal estimated at about $16.5 billion.
• Musk touted AI6 as a potential successor capable of both inference and training, with some observers suggesting it could replace the company’s Dojo system, though those performance expectations remain unverified.
• Musk publicly invited engineers to join Tesla’s silicon team as the company pursues in‑house chips, a path also taken by other AI players seeking to reduce reliance on external GPU suppliers.