Wow, Tesla's Next Gen Chip Is NOT What We Thought ⚡️
AI Summary
Dillon Loomis, host of Electrified, discusses Tesla's recent AI chip announcements, focusing on the AI5 tape out and its implications for Full Self-Driving (FSD) and Optimus robots. Elon Musk confirmed the AI5 tape out, thanking Taiwan Semi and Samsung, and shared an image of the chip design featuring a central processor and 12 memory dies. While previous expectations were for AI5 to go into cars for superhuman FSD, Elon Musk now states AI4 is sufficient for achieving much better than human safety for FSD, with AI5 primarily optimized for Optimus and supercomputer clusters. Loomis speculates that AI4's capability for unsupervised FSD is a positive sign for Hardware 3 owners, suggesting a 'light' version might eventually reach their vehicles. He also clarifies a common misconception regarding the comparison of AI4 and AI5 chip images, explaining that AI5 integrates memory directly with the processor, offering superior latency and efficiency compared to AI4's external memory. Elon Musk also revealed details about AI6 and AI6.5, with AI6 aiming for double the performance of AI5 using Samsung's 2-nanometer fab in Texas, and AI6.5 further improving performance with TSMC's nanometers in Arizona. The video also touches on FSD regulatory updates in Europe, early reviews of FSD version 14.3.1, and details about Tesla's new Safety Score V3, which now focuses on manual driving behavior and assigns a score of 100 for FSD-engaged miles. Finally, Loomis notes Tesla's stock performance and job postings indicating plans for advanced manufacturing in the Terrafab, including the use of EUV machines.
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