突然！马斯克重大宣布！

Core Viewpoint - Tesla is advancing its AI chip development with the AI5 chip expected to sample in 2026 and mass production in 2027, while the AI6 chip is projected to be twice as powerful and produced by the same foundries [4][5][6][8]. Group 1: AI Chip Development - The AI5 chip will be manufactured by TSMC and Samsung, with different versions to ensure consistent performance across various designs [6][8]. - The AI5 chip is designed to achieve 2000 to 2500 TOPS, which is five times the performance of the current HW4 chip, supporting more complex Full Self-Driving (FSD) algorithms [6][7]. - The AI6 chip aims to double the performance of the AI5 and is expected to transition quickly into production by mid-2028 [8]. Group 2: Market Reaction and Stock Performance - Tesla's stock experienced a significant drop of over 5% on November 4, reducing its market capitalization to approximately $1.48 trillion (about 10.5 trillion RMB) [9]. - The Norwegian sovereign wealth fund expressed concerns regarding Musk's compensation plan, which could lead to a potential vote of no confidence in his leadership if not approved [9]. - Following the stock drop, Tesla's shares showed a slight recovery with a 0.86% increase after the market opened on November 5 [9]. Group 3: Strategic Partnerships and Future Plans - Tesla's partnership with Samsung for the AI6 chip involves a $16.5 billion agreement, marking a significant win for Samsung's chip manufacturing business [8]. - The AI5 chip's design eliminates redundant modules to enhance efficiency, focusing on end-to-end deep learning and FSD on-vehicle inference [7].