Overview
- Elon Musk said the AI5 chip design is almost done, AI6 is in early development, and future generations will target a nine‑month design cycle.
- Work on the Dojo 3 supercomputer has been restarted, with Musk recruiting engineers and sharing a direct contact for applicants.
- TSMC and Samsung are slated to manufacture AI5, with high‑volume production targeted for 2027 according to prior guidance.
- AI5 is intended to replace AI4 in Tesla vehicles and support Full Self‑Driving and Optimus, while coverage indicates AI6 is expected to focus on Optimus and data‑center use with higher performance.
- Reports highlight execution risks including advanced‑node yields, validation timelines, and U.S. fab ramp uncertainties that could affect the rollout.