Tesla(US:TSLA) Sou Hu Cai Jing·2025-11-04 08:14Core Insights - Elon Musk has seemingly confirmed that Tesla's upcoming AI8 chip will have applications beyond just vehicles and humanoid robots [1][3] - The AI8 chip may be utilized in SpaceX's orbital data centers, indicating a significant collaboration between Tesla and SpaceX [3][5] Group 1: AI Chip Development - Tesla is not only developing AI5 and AI6 chips but is also designing AI7 and AI8 chips, raising questions about the necessity of advancing beyond AI4, which is already sufficient for autonomous driving needs [3] - Musk's response to a user's comment about the AI8 chip being "out of this world" suggests that its applications may indeed extend to space [3] Group 2: SpaceX Collaboration - If the AI8 chip is used for SpaceX's orbital data centers, it would represent a groundbreaking initiative for Tesla, marking the first time Tesla would produce chips for SpaceX [5] - SpaceX plans to leverage its Starlink V3 satellites to create a space data center, which could alleviate energy and cooling challenges faced by terrestrial data centers [5]