Musk: There's "not enough" chips even in "the best case scenario."

Chip Production & Capacity - The company faces a chip shortage, even with optimistic supplier projections [1] - Building a "gigantic chip fab" is considered a potential solution to meet the required chip volume [2] Tesla AI Chip Design (AI5) - The company is heavily invested in designing its own chips, crucial for functional robots [2] - The AI5 chip is designed to be inexpensive and power-efficient [3] - The AI5 chip is expected to consume approximately 33% of the power compared to an Nvidia Blackwell chip [3] - The AI5 chip is expected to cost less than 10% of the cost of an Nvidia Blackwell chip [3] - The AI5 chip is specifically optimized for the Tesla AI software stack, not intended as a general-purpose chip [3]