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Elon Musk on Tesla’s AI5 chip: At Tesla, there are two chip programs: • Dojo → training • AI4 / AI5 → inference in vehicles AI4 is what’s shipping in cars today AI5 is being finalized and it’s a massive leap By some metrics, AI5 is ~40× better than...

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ELON: TESLA'S AI5 CHIP IS THE SILICON VERSION OF “LESS IS MORE” "The AI5 chip will be 40 times better than the AI4 chip – not 40%, 40 times. We have a detailed understanding of the entire software and hardware stack. We are designing the hardware to address all of the pain points in software. We know what the chip needs to do, and we know, just as importantly, what the chip doesn’t need to do. A long list of deletions that are very important. As a result of these deletions, we can actually fit AI5 in a half reticle with a good margin for the traces from the memory to the Tesla chip accelerators, the ARM CPU cores, and the PCI blocks. This is a beautiful chip." Source: Elon Musk, Tesla Podcast, October 22, 2025
1:15

ELON: TESLA'S AI5 CHIP IS THE SILICON VERSION OF “LESS IS MORE” "The AI5 chip will be 40 times better than the AI4 chip – not 40%, 40 times. We have a detailed understanding of the entire software and hardware stack. We are designing the hardware to address all of the pain points in software. We know what the chip needs to do, and we know, just as importantly, what the chip doesn’t need to do. A long list of deletions that are very important. As a result of these deletions, we can actually fit AI5 in a half reticle with a good margin for the traces from the memory to the Tesla chip accelerators, the ARM CPU cores, and the PCI blocks. This is a beautiful chip." Source: Elon Musk, Tesla Podcast, October 22, 2025

Mario Nawfal

363,474 Aufrufe • vor 9 Monaten

🚨🇺🇸 CHAMATH: ELON’S AI5 CHIP IS 40X BETTER THAN AI4 — A BEAUTIFUL DESIGN “He had these multiple efforts with Dojo and other stuff that he merged into one unit. The quote is incredible: ‘We’re going to focus TSMC and Samsung on AI5.’ By some metrics, it’ll be 40x better than AI4. With AI5, they deleted the legacy GPU — it basically is a GPU. They also deleted the image signal processor. Elon said, ‘This is a beautiful chip. I poured so much life energy into this personally. It’ll be a real winner.’” Source: Chamath Palihapitiya The All-In Podcast
0:57

🚨🇺🇸 CHAMATH: ELON’S AI5 CHIP IS 40X BETTER THAN AI4 — A BEAUTIFUL DESIGN “He had these multiple efforts with Dojo and other stuff that he merged into one unit. The quote is incredible: ‘We’re going to focus TSMC and Samsung on AI5.’ By some metrics, it’ll be 40x better than AI4. With AI5, they deleted the legacy GPU — it basically is a GPU. They also deleted the image signal processor. Elon said, ‘This is a beautiful chip. I poured so much life energy into this personally. It’ll be a real winner.’” Source: Chamath Palihapitiya The All-In Podcast

Mario Nawfal

1,016,192 Aufrufe • vor 9 Monaten

Everything Elon said about Optimus at the All-In Summit today: • We’re finalizing the design of Optimus v3. That release is going to be a very remarkable robot. It will have manual dexterity comparable to a human, meaning a very complex hand, an AI mind that can navigate and comprehend reality, and will be made in very high volume. • Other robotics companies are missing those three very hard things. • I spend more mental cycles on Optimus than any other single thing. Solving real-world AI, all of the electrical-mechanical issues, the supply chain, and production challenges. • There is no supply chain for humanoid robots, so it has to be created from scratch, which requires a lot of vertical integration. None of the actuators in Optimus are available from an existing supply chain. • I think if successful, Optimus would be the biggest product ever. • The marginal cost of production, once we hit a million units per year, will probably be around $20,000. It depends on how much we spend on the AI chip in the robot, and we’ll need to achieve a lot of efficiencies in the actuators—26 actuators per arm (26 motors, gearboxes, and power electronics). The AI chip might cost $5,000 or $6,000, maybe more. At 1 million units a year, production cost will be $20,000, maybe $25,000. Price will be a function of demand. • Human hands have evolved to be incredibly sophisticated machines. Hands are a very first instrument. You can swing a baseball bat, thread a needle, play a piano or violin, and assemble a car. Hands are incredibly versatile instruments. Most of the muscles of the hands are actually in the forearm, and the hand is almost like a puppet. Human tendon evolution is incredibly good. The human hand has 27 or 28 degrees of freedom, depending on how you count it; it’s amazing. • In order to create a robot that can be a generalized humanoid, you must solve the “hands problem.” • Even though there are 10,000 to 20,000 electric motors out there, we couldn’t buy the actuators for any amount of money. We had to design every electric motor, gearbox, and controlling electronics from scratch, from first principles of physics. • Optimus is harder than developing any previous Tesla product, but not harder than Starship. • Right now, we’re struggling with the final design of the hardware, primarily the hand. The hands and forearm are the majority of the engineering difficulty of the entire robot. • If you want to do all the things that a human can do, it turns out you need a humanoid robot. If you want to do a subset, that’s much easier. Humans evolved to the shape and capability that we have for a good reason. There is value to having four fingers and a thumb; even the pinky is quite useful. Toes are much more of a question mark. • The AI5 inference chip will be 40 times better than AI4 by some measures. We know the limiting factors of the chip because the AI software and hardware teams work so closely. Effectively, the Tesla AI hardware and software teams are co-designing the chip. • The Softmax function on AI4 takes 40 steps in emulation mode, which will take only a few steps in AI5 natively. AI5 will easily handle mixed precision. • In terms of nominal raw compute, the AI5 inference chip has 8 times more compute, 9 times more memory, and 5 times more memory bandwidth compared to AI4. Because we’re addressing some core limitations and optimizations at the silicon level, we’re able to realize 40x improvements.
12:26

Everything Elon said about Optimus at the All-In Summit today: • We’re finalizing the design of Optimus v3. That release is going to be a very remarkable robot. It will have manual dexterity comparable to a human, meaning a very complex hand, an AI mind that can navigate and comprehend reality, and will be made in very high volume. • Other robotics companies are missing those three very hard things. • I spend more mental cycles on Optimus than any other single thing. Solving real-world AI, all of the electrical-mechanical issues, the supply chain, and production challenges. • There is no supply chain for humanoid robots, so it has to be created from scratch, which requires a lot of vertical integration. None of the actuators in Optimus are available from an existing supply chain. • I think if successful, Optimus would be the biggest product ever. • The marginal cost of production, once we hit a million units per year, will probably be around $20,000. It depends on how much we spend on the AI chip in the robot, and we’ll need to achieve a lot of efficiencies in the actuators—26 actuators per arm (26 motors, gearboxes, and power electronics). The AI chip might cost $5,000 or $6,000, maybe more. At 1 million units a year, production cost will be $20,000, maybe $25,000. Price will be a function of demand. • Human hands have evolved to be incredibly sophisticated machines. Hands are a very first instrument. You can swing a baseball bat, thread a needle, play a piano or violin, and assemble a car. Hands are incredibly versatile instruments. Most of the muscles of the hands are actually in the forearm, and the hand is almost like a puppet. Human tendon evolution is incredibly good. The human hand has 27 or 28 degrees of freedom, depending on how you count it; it’s amazing. • In order to create a robot that can be a generalized humanoid, you must solve the “hands problem.” • Even though there are 10,000 to 20,000 electric motors out there, we couldn’t buy the actuators for any amount of money. We had to design every electric motor, gearbox, and controlling electronics from scratch, from first principles of physics. • Optimus is harder than developing any previous Tesla product, but not harder than Starship. • Right now, we’re struggling with the final design of the hardware, primarily the hand. The hands and forearm are the majority of the engineering difficulty of the entire robot. • If you want to do all the things that a human can do, it turns out you need a humanoid robot. If you want to do a subset, that’s much easier. Humans evolved to the shape and capability that we have for a good reason. There is value to having four fingers and a thumb; even the pinky is quite useful. Toes are much more of a question mark. • The AI5 inference chip will be 40 times better than AI4 by some measures. We know the limiting factors of the chip because the AI software and hardware teams work so closely. Effectively, the Tesla AI hardware and software teams are co-designing the chip. • The Softmax function on AI4 takes 40 steps in emulation mode, which will take only a few steps in AI5 natively. AI5 will easily handle mixed precision. • In terms of nominal raw compute, the AI5 inference chip has 8 times more compute, 9 times more memory, and 5 times more memory bandwidth compared to AI4. Because we’re addressing some core limitations and optimizations at the silicon level, we’re able to realize 40x improvements.

The Humanoid Hub

238,877 Aufrufe • vor 10 Monaten

ELON: TESLA FUTURE'S HINGES ON THE AI5 CHIP PROJECT "The AI5 chip, which is going to be a great chip, all of Tesla hinges on that chip. That's the chip that is going into our next generation of self-driving cars, and it's also essential for the Optimus robot. So that chip program was in bad shape. It wasn't closing because it's quite an ambitious chip design, and it really wasn't on a path to success. And then we also had the Dojo program, which was doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program, which is to get everyone focused on the AI5 chip, which is essential. Continue to use NVIDIA for training, but we need the AI5 inference chip, which is a very powerful chip, but it's also a very low-power chip. So it doesn't use a lot of power. Its performance per watt is extremely good. I think it's probably going to be at least 2 to 4 times better than NVIDIA performance per watt at the inference level in the car and the robot. And I don't know, 10% of the cost of an NVIDIA chip, something like that. So these are very important numbers to achieve." Source: Elon Musk, Baron Capital, Ron Baron, Tesla
2:09

ELON: TESLA FUTURE'S HINGES ON THE AI5 CHIP PROJECT "The AI5 chip, which is going to be a great chip, all of Tesla hinges on that chip. That's the chip that is going into our next generation of self-driving cars, and it's also essential for the Optimus robot. So that chip program was in bad shape. It wasn't closing because it's quite an ambitious chip design, and it really wasn't on a path to success. And then we also had the Dojo program, which was doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program, which is to get everyone focused on the AI5 chip, which is essential. Continue to use NVIDIA for training, but we need the AI5 inference chip, which is a very powerful chip, but it's also a very low-power chip. So it doesn't use a lot of power. Its performance per watt is extremely good. I think it's probably going to be at least 2 to 4 times better than NVIDIA performance per watt at the inference level in the car and the robot. And I don't know, 10% of the cost of an NVIDIA chip, something like that. So these are very important numbers to achieve." Source: Elon Musk, Baron Capital, Ron Baron, Tesla

Mario Nawfal

225,142 Aufrufe • vor 8 Monaten

ELON MUSK: "The AI 5 chip which is going to be a great chip. All of Tesla hinges on that chip. That's the chip that going to our next gen self driving cars and it's also essential for Optimus. So that chip program was in bad shape. It wasn't on the path to success and we also had the DOJO program which was also doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program to get everyone focused on the AI5 chip. It's performance per watt is extremely good. It is probably going to be at least 2-3 times better than NVIDIA performance per watt and 10% cost of the NVIDIA chip something like that."
1:52

ELON MUSK: "The AI 5 chip which is going to be a great chip. All of Tesla hinges on that chip. That's the chip that going to our next gen self driving cars and it's also essential for Optimus. So that chip program was in bad shape. It wasn't on the path to success and we also had the DOJO program which was also doing okay but not on a path to be competitive with NVIDIA. So I collapsed the two programs into just one program to get everyone focused on the AI5 chip. It's performance per watt is extremely good. It is probably going to be at least 2-3 times better than NVIDIA performance per watt and 10% cost of the NVIDIA chip something like that."

DogeDesigner

265,257 Aufrufe • vor 8 Monaten

ELON MUSK: We believe the AI5 chip will be roughly comparable performance to an NVIDIA Blackwell, and at much less than 10% of the cost Transcription: I'm super hardcore on chips right now as you may be able to tell. I have chips on the brain. I dream about chips, Literally! Because in order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient So we think we believe the AI5 chip will be probably about a third of the power of say something like a Blackwell, an NVIDIA Blackwell, which is a great chip, for roughly comparable performance. And much less than 10% of the cost. This is a chip that is very much optimized for the Tesla AI software stack. So it's not meant to be a general purpose chip, it's meant to be an amazing chip for the Tesla AI software And I mean a couple of things that I think make... like how is Tesla able to achieve such an improvement? I think it is because we are specialized. We're not trying to... you know, NVIDIA has to serve the superset of all past and future customers. So all of their requirements, all of the software that they've written has to work, which is a very difficult problem. Whereas we just need to make it work for our software. And so we're able to simplify the chip dramatically And then we also, I think we're unique in this, but like we have an integer-based system. And integer operations are fundamentally more efficient than floating point operations. So we can do floating point, but the vast majority of our inference is done in integer. Which is, if you're familiar with sort of logic gates, the simplicity of integer... it's integer is much more power efficient, much more silicon efficient, but you have to, you actually have to train for integer inference, which everyone else is training for floating point. That's kind of like a niche technical detail, but it's actually very important. So, yeah, this is going to be a great chip So this chip will be made in basically in four places: TSMC Taiwan, Samsung Korea, TSMC Arizona, and TSMC Texas. And we already know what improvements to make for AI6. So I'm hopeful that we can within less than a year of AI5 starting production, we can actually transition in the same fab to AI6 and double all of the performance metrics
3:12

ELON MUSK: We believe the AI5 chip will be roughly comparable performance to an NVIDIA Blackwell, and at much less than 10% of the cost Transcription: I'm super hardcore on chips right now as you may be able to tell. I have chips on the brain. I dream about chips, Literally! Because in order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient So we think we believe the AI5 chip will be probably about a third of the power of say something like a Blackwell, an NVIDIA Blackwell, which is a great chip, for roughly comparable performance. And much less than 10% of the cost. This is a chip that is very much optimized for the Tesla AI software stack. So it's not meant to be a general purpose chip, it's meant to be an amazing chip for the Tesla AI software And I mean a couple of things that I think make... like how is Tesla able to achieve such an improvement? I think it is because we are specialized. We're not trying to... you know, NVIDIA has to serve the superset of all past and future customers. So all of their requirements, all of the software that they've written has to work, which is a very difficult problem. Whereas we just need to make it work for our software. And so we're able to simplify the chip dramatically And then we also, I think we're unique in this, but like we have an integer-based system. And integer operations are fundamentally more efficient than floating point operations. So we can do floating point, but the vast majority of our inference is done in integer. Which is, if you're familiar with sort of logic gates, the simplicity of integer... it's integer is much more power efficient, much more silicon efficient, but you have to, you actually have to train for integer inference, which everyone else is training for floating point. That's kind of like a niche technical detail, but it's actually very important. So, yeah, this is going to be a great chip So this chip will be made in basically in four places: TSMC Taiwan, Samsung Korea, TSMC Arizona, and TSMC Texas. And we already know what improvements to make for AI6. So I'm hopeful that we can within less than a year of AI5 starting production, we can actually transition in the same fab to AI6 and double all of the performance metrics

X Freeze

305,109 Aufrufe • vor 8 Monaten

Dojo 2, Dojo 3 Chips and AI5 Chips Are Critical for Tesla and Battle for Future of AI. Tesla and XAI are buying about one million AI GPUs this year. This would be about 20% of the entire Nvidia production of B200/B300 chips that will be made in 2025. If XAI were to buy a mix of half Dojo 2/3 chips in 2025 and 2026 this could make them bigger than AMD. AMD is making about 400,000 AI GPU chips. Tesla will switch to AI5 chips for driving its cars but those chips will also act as inference chips with about 500 Teraflops of compute. Tesla could make 3-4 million AI5 chips in 2026. This would make Tesla the largest maker and user of AI inference chips in the world. Tesla could become the number 2 maker of AI training chips just by supplying a lot of those chips to XAI and Tesla internal use. Tesla is and will be the number one maker and user of AI inference chips. Sawyer Merritt Elon Musk Randy Kirk Herbert Ong Warren Redlich - Chasing Dreams 🇺🇸 Ale𝕏andra Merz 🇺🇲 Ray Emmet Peppers Bradford Ferguson
56:36

Dojo 2, Dojo 3 Chips and AI5 Chips Are Critical for Tesla and Battle for Future of AI. Tesla and XAI are buying about one million AI GPUs this year. This would be about 20% of the entire Nvidia production of B200/B300 chips that will be made in 2025. If XAI were to buy a mix of half Dojo 2/3 chips in 2025 and 2026 this could make them bigger than AMD. AMD is making about 400,000 AI GPU chips. Tesla will switch to AI5 chips for driving its cars but those chips will also act as inference chips with about 500 Teraflops of compute. Tesla could make 3-4 million AI5 chips in 2026. This would make Tesla the largest maker and user of AI inference chips in the world. Tesla could become the number 2 maker of AI training chips just by supplying a lot of those chips to XAI and Tesla internal use. Tesla is and will be the number one maker and user of AI inference chips. Sawyer Merritt Elon Musk Randy Kirk Herbert Ong Warren Redlich - Chasing Dreams 🇺🇸 Ale𝕏andra Merz 🇺🇲 Ray Emmet Peppers Bradford Ferguson

nextbigfuture

23,809 Aufrufe • vor 1 Jahr

DOJO: ELON’S AI GAME-CHANGER Elon: “[Tesla’s Dojo] is the biggest computer overhaul since Cray”—and he’s not kidding. Cray ruled the ‘70s, but Dojo is here to crush AI tasks at scale, training Tesla’s Full Self-Driving system to make cars smarter, safer, and greener. And it’s not just about cars. Dojo’s insane power (shoutout to Tesla’s D1 chip) could spark breakthroughs in healthcare, finance, and chip design. From jobs to science, Dojo isn’t just a computer—it’s a revolution!
0:23

DOJO: ELON’S AI GAME-CHANGER Elon: “[Tesla’s Dojo] is the biggest computer overhaul since Cray”—and he’s not kidding. Cray ruled the ‘70s, but Dojo is here to crush AI tasks at scale, training Tesla’s Full Self-Driving system to make cars smarter, safer, and greener. And it’s not just about cars. Dojo’s insane power (shoutout to Tesla’s D1 chip) could spark breakthroughs in healthcare, finance, and chip design. From jobs to science, Dojo isn’t just a computer—it’s a revolution!

Mario Nawfal

115,934 Aufrufe • vor 1 Jahr

Many still don’t understand why Elon is building Terafab Terafab is an extension to all the chip makers in the world It’s not about replacement, not a rivalry and absolutely not competing It’s being built to fulfill the massive chip orders that Tesla, SpaceX and xAI actually need TSMC’s most advanced 2nm capacity is totally booked through 2028 Tesla signed a massive $16.5 billion deal with Samsung back in July 2025 to produce AI6 chips at their Taylor, Texas factory and Samsung is building a Tesla Exclusive chip manufacturing plant to full fill this orders When Elon announced Terafab on March 21, 2026...he made it clear: “That rate is much less than we’d like. We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab” He basically told the chip makers: “Produce as much as you comfortably can. We will take them all. Actually we want even more” Even today Elon said: "SpaceX/Tesla will be always be major customers of TSMC and not competitors in the normal sense of the word" Current production rates are much less than they need....That’s why Terafab exists Terafab is an extension to every chip maker… not competition, not rivalry, absolutely not Even Intel has joined as a partner Even if chip supply improves, massive bottlenecks still exist with memory and advanced packaging You simply can't risk those supply chain breaks at this scale That’s why Terafab is being built to vertically integrate everything - chips, memory, advanced packaging all under one roof, targeting 1 terawatt of AI compute capacity per year This is a ludicrous amount of chips that no chipmaker currently produces at this scale. I don't think even TSMC and Samsung truly understand these numbers yet It’s about building the capacity the future actually demands
0:36

Many still don’t understand why Elon is building Terafab Terafab is an extension to all the chip makers in the world It’s not about replacement, not a rivalry and absolutely not competing It’s being built to fulfill the massive chip orders that Tesla, SpaceX and xAI actually need TSMC’s most advanced 2nm capacity is totally booked through 2028 Tesla signed a massive $16.5 billion deal with Samsung back in July 2025 to produce AI6 chips at their Taylor, Texas factory and Samsung is building a Tesla Exclusive chip manufacturing plant to full fill this orders When Elon announced Terafab on March 21, 2026...he made it clear: “That rate is much less than we’d like. We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab” He basically told the chip makers: “Produce as much as you comfortably can. We will take them all. Actually we want even more” Even today Elon said: "SpaceX/Tesla will be always be major customers of TSMC and not competitors in the normal sense of the word" Current production rates are much less than they need....That’s why Terafab exists Terafab is an extension to every chip maker… not competition, not rivalry, absolutely not Even Intel has joined as a partner Even if chip supply improves, massive bottlenecks still exist with memory and advanced packaging You simply can't risk those supply chain breaks at this scale That’s why Terafab is being built to vertically integrate everything - chips, memory, advanced packaging all under one roof, targeting 1 terawatt of AI compute capacity per year This is a ludicrous amount of chips that no chipmaker currently produces at this scale. I don't think even TSMC and Samsung truly understand these numbers yet It’s about building the capacity the future actually demands

X Freeze

53,291 Aufrufe • vor 3 Monaten

Elon Musk just put a number on the flaw at the center of Nvidia’s empire. Wall Street has not done the math yet. Nvidia’s Blackwell is the most sought-after silicon on Earth. Every AI lab wants it. Every sovereign nation is bidding for it. Blackwell runs every model, for every company, in every data center on the planet. That universality built the empire. It is also the fracture point. Musk: “We believe the AI5 chip will be about a third of the power of an Nvidia Blackwell for roughly comparable performance. And much less than 10% of the cost.” One-third the power. Comparable performance. Less than ten percent of the cost. Musk: “This is a chip that is very much optimized for the Tesla AI software stack. It’s not meant to be a general purpose chip.” Nvidia builds silicon that serves a million different customers. Every transistor spent on universal compatibility is a transistor not dedicated to one task. Tesla is building silicon for exactly one customer. Itself. When you strip away every function you will never call, you do not get a lesser chip. You get a weapon. Here is what the market refuses to see. Data centers drink unlimited power from the grid. Robots run on batteries. Musk: “In order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient.” You cannot put a Blackwell inside a walking machine. It would drain the battery before it crossed the room. The entire AI revolution lives inside air-conditioned buildings bolted to the electrical grid. Musk is not competing for that market. He is engineering the silicon that survives outside of it. One-third the power is not a spec sheet footnote. It is the physics threshold that severs intelligence from the wall socket. Without that number, every robot on Earth stays tethered. With it, the algorithm walks. Less than ten percent of the cost is not a pricing strategy. It is the line where a machine brain stops being a capital expenditure and becomes a commodity component. When the chip inside a humanoid costs less than the motors in its legs, you do not manufacture hundreds of robots. You manufacture millions. Wall Street is valuing the AI revolution by who dominates the data center. Musk is building the only silicon designed to leave one. Nvidia built the brain of the cloud. Musk is building the brain of the physical world. No one has priced that in yet.
0:56

Elon Musk just put a number on the flaw at the center of Nvidia’s empire. Wall Street has not done the math yet. Nvidia’s Blackwell is the most sought-after silicon on Earth. Every AI lab wants it. Every sovereign nation is bidding for it. Blackwell runs every model, for every company, in every data center on the planet. That universality built the empire. It is also the fracture point. Musk: “We believe the AI5 chip will be about a third of the power of an Nvidia Blackwell for roughly comparable performance. And much less than 10% of the cost.” One-third the power. Comparable performance. Less than ten percent of the cost. Musk: “This is a chip that is very much optimized for the Tesla AI software stack. It’s not meant to be a general purpose chip.” Nvidia builds silicon that serves a million different customers. Every transistor spent on universal compatibility is a transistor not dedicated to one task. Tesla is building silicon for exactly one customer. Itself. When you strip away every function you will never call, you do not get a lesser chip. You get a weapon. Here is what the market refuses to see. Data centers drink unlimited power from the grid. Robots run on batteries. Musk: “In order to have a functional robot, you have to have a great AI chip. And it needs to be an inexpensive chip and it needs to be very power efficient.” You cannot put a Blackwell inside a walking machine. It would drain the battery before it crossed the room. The entire AI revolution lives inside air-conditioned buildings bolted to the electrical grid. Musk is not competing for that market. He is engineering the silicon that survives outside of it. One-third the power is not a spec sheet footnote. It is the physics threshold that severs intelligence from the wall socket. Without that number, every robot on Earth stays tethered. With it, the algorithm walks. Less than ten percent of the cost is not a pricing strategy. It is the line where a machine brain stops being a capital expenditure and becomes a commodity component. When the chip inside a humanoid costs less than the motors in its legs, you do not manufacture hundreds of robots. You manufacture millions. Wall Street is valuing the AI revolution by who dominates the data center. Musk is building the only silicon designed to leave one. Nvidia built the brain of the cloud. Musk is building the brain of the physical world. No one has priced that in yet.

Dustin

160,573 Aufrufe • vor 3 Monaten

Elon Musk explains Tesla’s new Megapod concept for scaling distributed AI compute: “We’re building a Megapod design that pairs Tesla AI4 computers with x86 systems in a box...essentially digital Optimus in a box Similar to how Megapack packages batteries, a Megapod would combine a large number of AI4 and x86 systems inside one deployable unit These boxes could be placed anywhere across the country or outside the country allowing us to scale AI compute using distributed electricity production There is power available all around the world, including at our Supercharger sites. We have something like 7 gigawatts of power across the Supercharger network, and that continues to grow We could place Megapods at many of these locations and use that distributed power for AI compute I think that could be quite a big deal” Instead of relying entirely on enormous centralized data centers, Tesla could deploy modular AI-compute infrastructure wherever sufficient power is already available
1:23

Elon Musk explains Tesla’s new Megapod concept for scaling distributed AI compute: “We’re building a Megapod design that pairs Tesla AI4 computers with x86 systems in a box...essentially digital Optimus in a box Similar to how Megapack packages batteries, a Megapod would combine a large number of AI4 and x86 systems inside one deployable unit These boxes could be placed anywhere across the country or outside the country allowing us to scale AI compute using distributed electricity production There is power available all around the world, including at our Supercharger sites. We have something like 7 gigawatts of power across the Supercharger network, and that continues to grow We could place Megapods at many of these locations and use that distributed power for AI compute I think that could be quite a big deal” Instead of relying entirely on enormous centralized data centers, Tesla could deploy modular AI-compute infrastructure wherever sufficient power is already available

X Freeze

17,025 Aufrufe • vor 11 Tagen

AMP PBC Founder Anjney Midha says the massive amount of AI compute being wasted in the U.S. is a national security crisis: “Every dollar of long-term lease that an AI lab takes today, you lose about 30–40% of FLOPs in just bad scheduling. The nodes are just straight-up not allocated.” “Then within the chip, you only have like 15% of the chip being utilized. That’s called MFU, model FLOP utilization, because the chip is waiting around for some other process to complete: storage, memory, networking, or some other chip to hand it off.” “If you compound those two things, of every dollar, only 15% of FLOPs are actually being utilized. That 85%? That’s a national security crisis, because that’s what’s keeping us from staying at the frontier.” “Am I building up more supply? But also, are we utilizing the existing capacity to get the maximum output possible? Both those things are what’s going to keep us at the frontier.”
1:56

AMP PBC Founder Anjney Midha says the massive amount of AI compute being wasted in the U.S. is a national security crisis: “Every dollar of long-term lease that an AI lab takes today, you lose about 30–40% of FLOPs in just bad scheduling. The nodes are just straight-up not allocated.” “Then within the chip, you only have like 15% of the chip being utilized. That’s called MFU, model FLOP utilization, because the chip is waiting around for some other process to complete: storage, memory, networking, or some other chip to hand it off.” “If you compound those two things, of every dollar, only 15% of FLOPs are actually being utilized. That 85%? That’s a national security crisis, because that’s what’s keeping us from staying at the frontier.” “Am I building up more supply? But also, are we utilizing the existing capacity to get the maximum output possible? Both those things are what’s going to keep us at the frontier.”

TBPN

109,881 Aufrufe • vor 10 Tagen

🚨🇺🇸 TESLA KILLS DOJO, BETS BIG ON SUPERCHIPS Elon just parked Tesla’s hyped Dojo supercomputer and is dropping $16.5B with Samsung to build AI5 and AI6 - next-gen inference chips designed for split-second decisions in self-driving cars and robots. Training the AI brains? That’s getting outsourced to NVIDIA. Tesla’s chips will live in-car, cutting latency, power use, and cost - a pivot from moonshot infrastructure to scalable, on-device intelligence. Wall Street flinched, but the strategy lines up with the industry’s shift toward leaner, faster AI hardware. If it works, Full Self-Driving and Optimus could get smarter, quicker - without Tesla burning billions on its own mega-computer. Source: OpenTools
2:00

🚨🇺🇸 TESLA KILLS DOJO, BETS BIG ON SUPERCHIPS Elon just parked Tesla’s hyped Dojo supercomputer and is dropping $16.5B with Samsung to build AI5 and AI6 - next-gen inference chips designed for split-second decisions in self-driving cars and robots. Training the AI brains? That’s getting outsourced to NVIDIA. Tesla’s chips will live in-car, cutting latency, power use, and cost - a pivot from moonshot infrastructure to scalable, on-device intelligence. Wall Street flinched, but the strategy lines up with the industry’s shift toward leaner, faster AI hardware. If it works, Full Self-Driving and Optimus could get smarter, quicker - without Tesla burning billions on its own mega-computer. Source: OpenTools

Mario Nawfal

160,136 Aufrufe • vor 11 Monaten

WATCH IT TO BELIEVE IT 📽️ The render distance on the FSD visualization is absolutely mind-blowing when you actually pinch to zoom out 🔥 We spend so much time focusing on how the car handles the immediate space around it, but this clip shows the sheer scale of the environment Tesla Vision is mapping in real-time 🔥 Even while crawling in stop-and-go traffic under 15mph, the system isn't just locked onto the lead vehicle. It's holding stable bounding boxes for dozens of cars and accurately tracking a semi-truck way down the road 🔥 This macro-level tracking is what allows the stack to be predictive instead of just reactive. By analyzing the broader traffic flow, the car can anticipate stops and optimize efficiency long before a human driver would even tap the brakes. The inference required to maintain object permanence and spatial awareness at this massive distance purely from photon-in to control-out shows the raw power of the FSD compute 🔥 And the craziest part is that all of these capabilities are happening right now on current AI4 hardware. As the stack eventually evolves toward AI5, the fidelity of this distant mapping is only going to get crazier 🔥
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WATCH IT TO BELIEVE IT 📽️ The render distance on the FSD visualization is absolutely mind-blowing when you actually pinch to zoom out 🔥 We spend so much time focusing on how the car handles the immediate space around it, but this clip shows the sheer scale of the environment Tesla Vision is mapping in real-time 🔥 Even while crawling in stop-and-go traffic under 15mph, the system isn't just locked onto the lead vehicle. It's holding stable bounding boxes for dozens of cars and accurately tracking a semi-truck way down the road 🔥 This macro-level tracking is what allows the stack to be predictive instead of just reactive. By analyzing the broader traffic flow, the car can anticipate stops and optimize efficiency long before a human driver would even tap the brakes. The inference required to maintain object permanence and spatial awareness at this massive distance purely from photon-in to control-out shows the raw power of the FSD compute 🔥 And the craziest part is that all of these capabilities are happening right now on current AI4 hardware. As the stack eventually evolves toward AI5, the fidelity of this distant mapping is only going to get crazier 🔥

Ming

64,537 Aufrufe • vor 3 Monaten

Elon Musk said Tesla will soon reveal the location and full plans for Terafab and the announcement will get its own dedicated spotlight: “Terafab is going to be an amazing initiative and a necessary one Without it, we will be constrained in our ability to scale Optimus production because we simply will not have enough AI chips We have to solve memory, logic and packaging in order to scale Optimus” Tesla has already placed equipment orders for a development fab in Austin that will bring: • Lithography mask production • Logic chips • Memory • Advanced packaging • Chip testing All under one roof This would allow Tesla to design a new AI chip, manufacture it, package it, test it and quickly iterate on the next version from the same facility A building like this does not exist anywhere else on Earth Terafab is not just another factory It is going to become the chip-development engine Tesla needs to scale Optimus and pursue high-risk, high-reward AI hardware breakthroughs at unprecedented speed
1:53

Elon Musk said Tesla will soon reveal the location and full plans for Terafab and the announcement will get its own dedicated spotlight: “Terafab is going to be an amazing initiative and a necessary one Without it, we will be constrained in our ability to scale Optimus production because we simply will not have enough AI chips We have to solve memory, logic and packaging in order to scale Optimus” Tesla has already placed equipment orders for a development fab in Austin that will bring: • Lithography mask production • Logic chips • Memory • Advanced packaging • Chip testing All under one roof This would allow Tesla to design a new AI chip, manufacture it, package it, test it and quickly iterate on the next version from the same facility A building like this does not exist anywhere else on Earth Terafab is not just another factory It is going to become the chip-development engine Tesla needs to scale Optimus and pursue high-risk, high-reward AI hardware breakthroughs at unprecedented speed

X Freeze

18,749 Aufrufe • vor 11 Tagen

Elon Musk just said the AI community is misunderstanding the math of superintelligence by two orders of magnitude. Not slightly off. Not directionally wrong. A hundred times off. Musk: “Most people in the AI community don’t yet understand. The intelligence density potential is vastly greater than what we’re currently experiencing.” Everyone is focused on the hardware race. Bigger data centers. More GPUs. Nuclear power plants built to feed the compute. That’s half the equation. Musk: “I think we’re off by two orders of magnitude in terms of intelligence density per gigabyte. That’s just algorithmic improvement. Same computer.” Read that carefully. Not more hardware. Not more energy. Not more capital. The same machine. A hundred times smarter. Through software alone. That’s before the hardware improvements compound on top of it. Musk: “And the computers are getting better. That’s why I think it is a 10x improvement per year type thing. 1,000 percent.” A thousand percent compounding annual growth rate in raw intelligence. A system that becomes 10x more capable every twelve months doesn’t follow a linear curve. It doesn’t follow an exponential curve that human intuition can track. It follows a curve that human intuition cannot simulate at all. In year one it’s 10x smarter. In year two it’s 100x. In year three it’s 1,000x. At that point, the gap between that system and a human brain is wider than the gap between a human brain and a calculator. This is the math the public isn’t running. The models aren’t just getting better. They are compounding on themselves at a rate that makes every previous technology curve look flat. Musk: “The intelligence density potential is vastly greater than what we’re currently experiencing.” We aren’t approaching superintelligence on the timeline most people imagine. We are already inside the curve.
1:18

Elon Musk just said the AI community is misunderstanding the math of superintelligence by two orders of magnitude. Not slightly off. Not directionally wrong. A hundred times off. Musk: “Most people in the AI community don’t yet understand. The intelligence density potential is vastly greater than what we’re currently experiencing.” Everyone is focused on the hardware race. Bigger data centers. More GPUs. Nuclear power plants built to feed the compute. That’s half the equation. Musk: “I think we’re off by two orders of magnitude in terms of intelligence density per gigabyte. That’s just algorithmic improvement. Same computer.” Read that carefully. Not more hardware. Not more energy. Not more capital. The same machine. A hundred times smarter. Through software alone. That’s before the hardware improvements compound on top of it. Musk: “And the computers are getting better. That’s why I think it is a 10x improvement per year type thing. 1,000 percent.” A thousand percent compounding annual growth rate in raw intelligence. A system that becomes 10x more capable every twelve months doesn’t follow a linear curve. It doesn’t follow an exponential curve that human intuition can track. It follows a curve that human intuition cannot simulate at all. In year one it’s 10x smarter. In year two it’s 100x. In year three it’s 1,000x. At that point, the gap between that system and a human brain is wider than the gap between a human brain and a calculator. This is the math the public isn’t running. The models aren’t just getting better. They are compounding on themselves at a rate that makes every previous technology curve look flat. Musk: “The intelligence density potential is vastly greater than what we’re currently experiencing.” We aren’t approaching superintelligence on the timeline most people imagine. We are already inside the curve.

Dustin

1,553,639 Aufrufe • vor 5 Monaten

A guy who tested every AI Halo mini PC on the market picked a winner: The Minisforum MS-S1 Max They all run the same AMD Ryzen AI Max+ 395 with 128GB unified memory, so the decision came down to everything around the chip What won it: dual 10-gig Ethernet, 80 Gbit/s USB4 V2, internal power supply, a low-profile PCIe slot the competition skipped The overlooked detail: the CPU/GPU memory split quietly changes CPU performance by 15% on identical silicon The honest comparison: NVIDIA's GB10 boxes have nearly closed the price gap and still lead on software maturity. AMD's edge is Windows, gaming, and expansion in one machine The takeaway is not which box is fastest It is that local AI hardware is now a commodity, and the real differences are the boring ones: ports, service, and software
17:57

A guy who tested every AI Halo mini PC on the market picked a winner: The Minisforum MS-S1 Max They all run the same AMD Ryzen AI Max+ 395 with 128GB unified memory, so the decision came down to everything around the chip What won it: dual 10-gig Ethernet, 80 Gbit/s USB4 V2, internal power supply, a low-profile PCIe slot the competition skipped The overlooked detail: the CPU/GPU memory split quietly changes CPU performance by 15% on identical silicon The honest comparison: NVIDIA's GB10 boxes have nearly closed the price gap and still lead on software maturity. AMD's edge is Windows, gaming, and expansion in one machine The takeaway is not which box is fastest It is that local AI hardware is now a commodity, and the real differences are the boring ones: ports, service, and software

plutos

97,428 Aufrufe • vor 1 Monat

Today, I had the privilege of speaking to the HUMAIN team at our CEO Townhall. I often say this, and I mean it deeply: I am living my dream... working in a country where energy goes beyond oil. It’s in the people, the ambition, and the belief in building a better future. Saudi Arabia is unlike anywhere else. The hospitality is second to none. The vision is bold. And the commitment to shaping the future is real. What we are building at HUMAIN is foundational. We are not only participating in the AI era, but redefining it. Shifting the narrative from experimentation to real value creation. But more importantly, we are not afraid to challenge what an organization should look like in an AI-native world. In fact, we are pioneering it. We are actively reshaping how we work: - Moving toward a future where AI agents do the work - Empowering our people to focus on high-value thinking, creativity, and decision-making - Building strong foundations in security, governance, and guardrails - Continuously enhancing our models, systems, and operating frameworks This is not theory. This is happening now. What I saw today from our teams gives me absolute confidence: - Products that are not just innovative, but game-changing - Teams building at a speed and quality that challenge global norms - A culture focused on execution, ownership, and impact At #LEAP2026 this year, we will go beyond vision. We will show: Real demos. Real products. Some of them are a first of their kind in the world. And they are built right here in Saudi Arabia. I could not be more proud of this team. What they have accomplished in such a short time is remarkable. This is just the beginning. The future is not something we wait for. It’s something we build. #HUMAIN #LEAP #TheEndOfLimits #AI
1:02

Today, I had the privilege of speaking to the HUMAIN team at our CEO Townhall. I often say this, and I mean it deeply: I am living my dream... working in a country where energy goes beyond oil. It’s in the people, the ambition, and the belief in building a better future. Saudi Arabia is unlike anywhere else. The hospitality is second to none. The vision is bold. And the commitment to shaping the future is real. What we are building at HUMAIN is foundational. We are not only participating in the AI era, but redefining it. Shifting the narrative from experimentation to real value creation. But more importantly, we are not afraid to challenge what an organization should look like in an AI-native world. In fact, we are pioneering it. We are actively reshaping how we work: - Moving toward a future where AI agents do the work - Empowering our people to focus on high-value thinking, creativity, and decision-making - Building strong foundations in security, governance, and guardrails - Continuously enhancing our models, systems, and operating frameworks This is not theory. This is happening now. What I saw today from our teams gives me absolute confidence: - Products that are not just innovative, but game-changing - Teams building at a speed and quality that challenge global norms - A culture focused on execution, ownership, and impact At #LEAP2026 this year, we will go beyond vision. We will show: Real demos. Real products. Some of them are a first of their kind in the world. And they are built right here in Saudi Arabia. I could not be more proud of this team. What they have accomplished in such a short time is remarkable. This is just the beginning. The future is not something we wait for. It’s something we build. #HUMAIN #LEAP #TheEndOfLimits #AI

Tareq Amin

17,856 Aufrufe • vor 3 Monaten

NVIDIA just built the laptop chip people are already calling the MacBook killer it is called RTX Spark, a single superchip that runs heavy creative work, real gaming, and private on-device AI agents, all on one machine but before you ditch your MacBook, here is the honest part nobody in the hype is telling you: > on raw memory bandwidth, a maxed macbook is actually still ahead, not behind > the RTX Spark laptops are not out yet, they ship this fall, apple is on shelves today > where nvidia truly wins is cuda, real RTX gaming, and 3D, things apple has no answer for > one is the proven machine you can buy now, the other is the more exciting bet for later so no, the macbook is not dead, and no, this is not just hype, the truth sits in between i broke down the full thing, every spec, who wins where, and which one is actually yours the honest breakdown is in the article below
0:34

NVIDIA just built the laptop chip people are already calling the MacBook killer it is called RTX Spark, a single superchip that runs heavy creative work, real gaming, and private on-device AI agents, all on one machine but before you ditch your MacBook, here is the honest part nobody in the hype is telling you: > on raw memory bandwidth, a maxed macbook is actually still ahead, not behind > the RTX Spark laptops are not out yet, they ship this fall, apple is on shelves today > where nvidia truly wins is cuda, real RTX gaming, and 3D, things apple has no answer for > one is the proven machine you can buy now, the other is the more exciting bet for later so no, the macbook is not dead, and no, this is not just hype, the truth sits in between i broke down the full thing, every spec, who wins where, and which one is actually yours the honest breakdown is in the article below

John Doe

107,985 Aufrufe • vor 2 Monaten

TESLA ISN'T JUST AHEAD IN AI, IT'S AN ORDER OF MAGNITUDE MORE EFFICIENT THAN THE REST OF THE WORLD "I actually think Tesla is ahead of the rest of the world in intelligence density of AI by an order of magnitude or more This is going to sound like a pretty bold statement, but I know what the intelligence efficiency of the big models are like, Grok and a bunch of the other models Tesla’s AI is, in terms of its memory efficiency, I think more than an order of magnitude better. The Tesla AI is very compute-efficient and very memory-efficient One of the metrics one should consider for any given AI model is the intelligence per gigabyte. Especially when you’re constrained on RAM, having an AI that has very high intelligence density per gigabyte for a given number of gigabytes, how much functionality can you get out of it" - Elon Musk
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TESLA ISN'T JUST AHEAD IN AI, IT'S AN ORDER OF MAGNITUDE MORE EFFICIENT THAN THE REST OF THE WORLD "I actually think Tesla is ahead of the rest of the world in intelligence density of AI by an order of magnitude or more This is going to sound like a pretty bold statement, but I know what the intelligence efficiency of the big models are like, Grok and a bunch of the other models Tesla’s AI is, in terms of its memory efficiency, I think more than an order of magnitude better. The Tesla AI is very compute-efficient and very memory-efficient One of the metrics one should consider for any given AI model is the intelligence per gigabyte. Especially when you’re constrained on RAM, having an AI that has very high intelligence density per gigabyte for a given number of gigabytes, how much functionality can you get out of it" - Elon Musk

X Freeze

62,736 Aufrufe • vor 6 Monaten