Last year, Tesla announced its new AI5 custom silicon designed for inference in its vehicles needed for autonomous driving. Like previous generations, it's designed in-house and was to be manufactured by TSMC, but now Samsung has also been added to the mix, with both foundries set to fabricate it at their U.S.-based facilities. In a new earnings call, Musk also detailed how the AI5 chip came to be and what it represents for the future of not only Tesla but also the intentional spillover that his other company, xAI, will benefit from.
“We are actually going to focus both TSMC and Samsung initially on AI5... Musk said. "Technically, the Samsung fab has slightly more advanced equipment than the TSMC fab. These will both be made in the US, one TSMC in Arizona, Samsung in Texas... Samsung, it's worth noting, does manufacture our AI4 computer and does a great job doing that.”
