“看不出还有其他办法满足芯片需求”！马斯克放话“自建芯片超级工厂”

Core Insights - Tesla is planning to enter the chip manufacturing sector to meet the high computational demands of its autonomous vehicles and humanoid robots, indicating a shift in its vertical integration strategy [1][4] - Elon Musk expressed concerns about the availability of chips and emphasized the need for a large chip factory to secure future supply [1][4] - Currently, Tesla employs a mixed chip strategy, sourcing from companies like Nvidia while also designing its own chips [1][4] Chip Development Strategy - Musk is collaborating with Tesla's chip design team to create an internal chip that aims to match Nvidia's Blackwell chip in performance while reducing power consumption to one-third and costs to below 10% of Nvidia's [2] - This strategy highlights Tesla's intent to customize hardware to enhance its competitive edge in AI and autonomous driving [2] Future Product Plans - The demand for chips is driven by Tesla's ambitious product plans, including the "Cybercab" and humanoid robot "Optimus," which require significant computational power [3] - The Cybercab is set to begin production in April next year, while Musk has made bold predictions about Optimus's capabilities and cost [3] Vertical Integration Strategy - The plan to build a chip factory represents a significant addition to Tesla's existing vertical integration model, which already includes vehicle and battery manufacturing [4] - Musk described the proposed factory as "much larger than a giga," indicating substantial investment and capacity beyond current gigafactories [4] - This move reflects the competitive landscape in the AI era, where controlling core computational power is crucial for tech giants [4]