Tesla(US:TSLA) Sou Hu Cai Jing·2025-11-07 10:31Core Insights - Tesla's CEO Elon Musk announced the potential need for a "gigantic chip factory" to support the company's ambitions in autonomous vehicles and humanoid robots [1][3] - The company is collaborating with Nvidia, TSMC, and Samsung for self-developed chips and is considering new partnerships with Intel [3] - Musk emphasized that building a chip factory is almost the "only way to meet Tesla's demand scale," with a proposed monthly capacity of at least 100,000 wafers [3] Company Developments - Tesla is working closely with its chip design team to develop the internal AI5 chip, which is expected to have one-third the power consumption of Nvidia's Blackwell while being significantly cheaper [3] - The AI5 chip will be applied in the upcoming production of the Cybercab autonomous vehicle and the Optimus humanoid robot [3] Future Projections - Musk provided a futuristic vision for the Optimus robot, suggesting it could surpass top human surgeons in surgical procedures and significantly expand economic scales [4] - Tesla plans to officially start production of the Cybercab at its Austin factory in April next year [4]