马斯克吹嘘自研智驾芯片：史诗般的芯片

Core Viewpoint - Elon Musk revealed new details about Tesla's upcoming AI5 and AI6 chips, claiming they will set new benchmarks for automotive and broader AI computing performance [1][2]. Group 1: AI Chip Development - Tesla has consolidated its chip roadmap from two architectures to one, focusing all silicon talent on creating an incredible chip [1]. - The AI5 chip is expected to be the best inference chip for models with fewer than approximately 250 billion parameters, offering unmatched cost-effectiveness and performance per watt [2]. - The AI5 chip will be manufactured by TSMC, with production expected to start by the end of 2026 [4]. Group 2: Dojo Supercomputer Closure - Tesla officially abandoned its Dojo supercomputer platform, redirecting all chip resources to AI5 and AI6 [1][5]. - The Dojo project faced significant challenges and was ultimately deemed a "dead end" by Musk, leading to its closure and the dissolution of the team behind it [6][8]. - Analysts noted that losing key talent from the Dojo project could derail future initiatives, especially in highly specialized internal technology projects [8]. Group 3: Strategic Shift - The closure of Dojo is viewed by some as a strategic pivot from high-risk, self-sufficient hardware development to a streamlined approach relying on partnerships for chip development [7][8]. - Tesla has signed a $16.5 billion agreement with Samsung to produce the AI6 chip starting in 2026, indicating a shift in focus towards collaboration [4][8]. - Musk emphasized that Tesla is positioning itself as an AI company, not just an automotive manufacturer, aiming to leverage AI for various applications [8]. Group 4: Future Prospects - The AI6 chip is anticipated to power Tesla's Full Self-Driving (FSD) and Optimus humanoid robot, as well as provide high-performance AI training for data centers [8][15]. - Tesla's strategy includes developing its own chips to reduce reliance on Nvidia and other suppliers, which have become increasingly expensive [15][16]. - The potential for Tesla to generate new revenue streams through AI services and software is highlighted, with estimates suggesting a possible increase in market value by $500 billion [16].