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Core Insights - Tesla's CEO Elon Musk recently revealed details about the next-generation AI5 chip, describing it as "an amazing design" with significant performance improvements over its predecessor [2][4] - The AI5 chip represents a complete evolution of Tesla's self-developed AI hardware, building on the experience gained from the current AI4 system used in its vehicles and data centers [4] Performance Enhancements - The performance of the AI5 chip is expected to be 40 times greater than that of the AI4, not just a 40% increase, attributed to Tesla's unique advantage in vertically integrated hardware and software design [5] - The AI5 chip simplifies architecture by removing various traditional components, including the old GPU and image signal processor (ISP), which have been integrated into the new AI5 system [5] Manufacturing Strategy - The AI5 chip will be jointly manufactured by Samsung's Texas facility and TSMC's Arizona facility, with both companies participating in the early production phase [6] - Tesla aims to produce an excess of AI5 chips, which can be utilized in Tesla vehicles, humanoid robots, or data centers, where AI4 and NVIDIA hardware are currently mixed for model training [6] - Tesla's focus on a single customer (itself) allows for the elimination of unnecessary complexities, achieving the best performance per watt and per dollar in the industry after mass production of AI5 [6]