Part 7/11:
One of the most astonishing revelations was Tesla’s plan to enter the chip manufacturing industry, aiming to produce its own AI chips—not just as a hardware upgrade but as a strategic move to bypass supply chain constraints and gain technological independence.
Elon Musk discussed the upcoming AI5 chip, which promises to be 50 times better in hardware performance, using a third of the power and at a tenth of the cost of Nvidia's offerings. Production is slated to begin within a year, with targets of 100,000 wafers monthly, scaling to a million.