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Core Viewpoint - Tesla is developing the next-generation AI5 FSD computer, which will feature a powerful AI chip tailored for its autonomous vehicles, with production expected to start by the end of 2026, delayed by a year from the original timeline [3][5][15]. Group 1: AI5/HW5 Development - The AI5/HW5 computer will utilize a custom-designed AI chip built on a 3nm process, which is expected to be significantly more powerful than the current AI4 chip, with performance ranging from 2000 to 2500 TOPS [6][14]. - The AI5 chip is anticipated to be five times faster than the HW4 computer currently used in Model Y vehicles, enabling it to support fully autonomous driving capabilities [7][14]. - Tesla plans to integrate the AI6 hardware into its ecosystem, ensuring interoperability between its robots and autonomous vehicles [5][15]. Group 2: Regulatory and Export Challenges - The U.S. government has imposed new export controls on AI chips, which may conflict with Tesla's plans for the AI5 chip, as it is designed to exceed these limitations [4][26]. - Elon Musk expressed hope that export control thresholds could be gradually raised, allowing Tesla to avoid compromising the AI5 computer for international markets [4][26]. Group 3: Hardware Upgrades and Future Plans - Tesla has confirmed that it will pause upgrades for HW3 owners until the autonomous driving issues are resolved, indicating that significant changes may be required for compatibility with newer hardware [11][12]. - The company is focusing on completing FSD testing with AI4 before considering upgrades for HW3 vehicles, with AI5 production expected to ramp up by late 2026 or early 2027 [26][16]. - Tesla aims to enhance the FSD capabilities significantly, with expectations of a tenfold increase in parameters and improved performance over the current HW4 hardware [23][26]. Group 4: Market Expansion and FSD Adoption - Tesla is preparing to expand its FSD offerings in China and Europe, awaiting regulatory approvals, which could lead to a significant increase in sales once granted [18][19]. - The adoption rate of FSD in North America has surged, with approximately 25% of customers purchasing FSD since the release of version 12, partly due to price reductions [23][24].