According to Sawyer Merritt on Twitter, Elon Musk stated that Tesla's upcoming AI5 (HW4) chip will offer the best performance per watt by a factor of 2 or 3, and the best performance per dollar by a factor of 10 compared to existing AI hardware solutions (source: Sawyer Merritt, Twitter, Oct 22, 2025). This positions Tesla to set a new standard in efficiency and cost-effectiveness for AI inference and training hardware, potentially disrupting the AI chip sector and opening substantial business opportunities in industries dependent on high-performance, energy-efficient AI computing.