2027年AI5才量產,特斯拉Cybercab要用「過時」晶片?你還沒看懂馬斯克的劇本! #特斯拉 #Cybercab #AI #自動駕駛 #FSD #馬斯克 #HW4 #AI5 #Robotaxi
Strategy & Planning - Tesla plans to deploy Cybercab with HW4 chips in 2026 for rapid expansion and data collection [1] - Tesla aims to upgrade the initial HW4 Cybercab fleet to AI5 enhanced versions in 2027, after AI5 production scales up and costs decrease [1] - The company views the dual-chip strategy (HW4 initially, then AI5) as a strategic move for profitability and phased upgrades, not as a sign of technological lag [1] Technology & Performance - AI5 chip is claimed to be 40 times more powerful than HW4 [1] - HW4 is considered sufficient and stable for running FSD 15 [1] Risk Management - Tesla is hesitant to use the newly sampled AI5 chip for the initial launch of millions of Cybercabs, prioritizing the stability of HW4 [1]