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).