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Tesla is about to make its own AI chips. Full vertical integration.

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Mario Nawfal

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79,620 Aufrufe • vor 5 Monaten •via X (Twitter)

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The first phase of Tesla's planned fab is bigger than the entire CHIPS Act budget. The AI5 chip that just taped out won't be sold to anyone outside Tesla. This is the part of vertical integration that NVIDIA can't price into its forward guidance. *** Thank you David Carbutt for the edit.
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The first phase of Tesla's planned fab is bigger than the entire CHIPS Act budget. The AI5 chip that just taped out won't be sold to anyone outside Tesla. This is the part of vertical integration that NVIDIA can't price into its forward guidance. *** Thank you David Carbutt for the edit.

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