According to Sawyer Merritt on Twitter, Elon Musk announced that Tesla's Full Self-Driving (FSD) Unsupervised system is 'pretty much solved at this point,' with robotaxis set to launch in Austin, Texas within three weeks and operating without safety monitors. Musk also revealed that Tesla is validating a new, more compact AI model for immediate deployment, with a significantly larger FSD model featuring advanced reasoning and reinforcement learning to be released by early 2026. To support large-scale AI development, Musk stated Tesla may need to build its own chip fabrication facility to meet the demand for hundreds of gigawatts of AI computing power annually. This signals a major leap in autonomous vehicle technology and positions Tesla as a leader in AI hardware infrastructure (Source: Sawyer Merritt, Twitter, Dec 10, 2025).

According to Sawyer Merritt (@SawyerMerritt) citing TrendForce, Samsung is significantly ramping up its U.S. hiring of AI talent to support Tesla’s upcoming AI5 chip production. This strategic move is designed to secure advanced semiconductor expertise and strengthen Samsung’s role in the AI chip manufacturing supply chain. The increased hiring underscores the growing business opportunities in the AI hardware sector, especially as demand for high-performance AI chips surges across automotive and enterprise applications. For technology companies and investors, this development signals a robust market for AI-driven semiconductor innovation and highlights the competitive landscape among global chipmakers. Source: trendforce.com/news/2025/12/09/news-samsung-reportedly-speeds-up-u-s-hiring-as-tesla-prepares-for-ai5-production/

According to Sawyer Merritt, Elon Musk has confirmed that Tesla will begin high-volume production of its next-generation AI5 chip in 2027, with limited units available in 2026 (source: x.com/elonmusk/status/1985785525429850463). AI6 will use the same fabrication plants as AI5 but is expected to deliver approximately double the performance, targeting mid-2028 for volume production. The AI7 chip, described as 'more adventurous,' will require entirely new fabs. This roadmap highlights Tesla's commitment to advancing AI hardware for autonomous vehicles and robotics, presenting significant business opportunities in AI chip manufacturing and next-gen autonomous systems.

According to Sawyer Merritt, Tesla has announced a strategic partnership with Samsung to manufacture advanced semiconductors in the U.S. specifically designed for AI inference and training workloads. This move strengthens Tesla's position in the AI hardware supply chain and directly addresses ongoing demand for high-performance compute. Additionally, Tesla has expanded its AI training compute capacity, bringing its Cortex infrastructure to a total of 81,000 H100 equivalents. This significant increase enables faster model training and supports Tesla's ambitions in autonomous driving and AI-powered services, presenting substantial business opportunities in AI chip design and large-scale training infrastructure (source: Sawyer Merritt, Twitter, Oct 22, 2025).