Core Viewpoint - Tesla's AI5 chip is positioned as a groundbreaking product with significant advantages in cost and performance efficiency, while the upcoming AI6 chip is expected to be the best AI chip ever created [1][4][8]. Group 1: AI5 Chip Development - Elon Musk announced a successful design review for the AI5 chip, which is expected to excel in model inference applications with parameters below 250 billion [1][4]. - The AI5 chip boasts the lowest silicon cost and the highest performance-to-power ratio in its class, making it ideal for efficient and cost-effective AI applications [1][4][8]. - The chip is designed for specific scenarios, focusing on vehicle inference and autonomous driving computing clusters, with mass production expected by the end of 2026 [7]. Group 2: AI6 Chip Prospects - The AI6 chip is anticipated to be the core of Tesla's future AI ecosystem, with initial samples to be produced by Samsung Electronics [7]. - The first applications of the AI6 chip will be in Tesla's Cybercab robotaxi and the Optimus humanoid robot, with plans to expand into AI data centers to compete with leading products like NVIDIA's H200 GPU [7][8]. - The AI6 chip's mass production will begin at Samsung's new factory in Texas, set to open in 2025 [7]. Group 3: Strategic Shift in Chip Development - Tesla has made a strategic decision to consolidate its chip design efforts, shutting down the Dojo project and focusing all resources on a single architecture for the AI5 and AI6 chips [6][8]. - This shift is seen as a wise move to enhance chip performance and reduce reliance on external suppliers, thereby strengthening Tesla's integration of hardware and software [8].

特斯拉曾透露正在内部评估整合数千片AI5晶片，以供下一代人工智能模型训练。该评估似乎取得了不错的结果。 当地时间9月7日，特斯拉CEO埃隆•马斯克在社交媒体发帖称， 今天刚和特斯拉AI5芯片设计团队完成一场非常出色的设计评审，称这款芯片将 成为"史诗级"产品，且紧随其后的AI6芯片有望成为迄今为止最出色的AI芯片。 马斯克补充称，他认为AI5可能是对于参数数量低于2500亿的模 型来说最好的推理芯片，"它的硅片成本最低，性能功耗比也最高，AI6会更进一步。" 9月2日，特斯拉正式发布其"宏图计划"第四篇章(Master PlanPart4，简称"宏图计划4")。特斯拉自研芯片是其"宏图计划"的关键一步，这 不仅有望为特斯拉未来核心产品带来性能的显著提升和成本的优化，也使其在软硬件一体化整合上具备了更大优势，少对外部供应商的依 赖，为其自动驾驶技术、机器人产品的快速迭代提供算力基础。 下载财联社APP获取更多资讯 准确 快速 权威 专业 | ( 2.4千 | 1 2.67 | C2 22F | 2 800 | | | --- | --- | --- | --- | --- | | 阿里·谢里夫 � @Zenul ...