Tesla Pushes AI5 Chip Through Design Review as Musk Maps AI6–AI8

Overview

• Musk said he finished a design review for AI5 with Tesla chip teams in California and Texas, with another session planned and an Optimus demo review to follow.
• On the Q3 call, AI5 was described as a ground-up redesign targeting up to 40x AI4 performance, dropping GPU and ISP blocks and using a half‑reticle layout for efficiency.
• Tesla plans to fabricate AI5 at Samsung’s Texas facility and TSMC’s Arizona plant as part of a dual‑foundry strategy.
• Musk said Tesla intends to oversupply AI5 to power vehicles, the Optimus humanoid robot, and data centers, while he teased rapid successors through AI8.
• Musk replied with a bullseye emoji to a suggestion that AI8 could serve SpaceX orbital data centers, which remains an unconfirmed signal, and separate coverage notes Tesla has yet to deliver unsupervised self‑driving on HW3 with a “v14 Lite” for HW3 targeted for Q2 next year.