Part 8/10:
While Tesla plans to develop its own fabrication capabilities, Musk acknowledged the possibility of collaborating with established industry players like Intel, hinting that Tesla's chip journey may involve a mix of self-reliance and strategic alliances. This approach would allow Tesla flexibility, ensuring it can meet various demands across different use cases—from autonomous vehicles to space-based AI.
The Implication for the Semiconductor Ecosystem
Tesla’s push into chip manufacturing signifies a broader movement towards vertical integration in technology, especially in AI hardware. The company's scale, from millions of robots to autonomous vehicles, necessitates a custom silicon approach—one that can deliver cutting-edge performance at an unprecedented volume.