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Tesla Is Looking for ‘Exceptional Ability’ in AI Chips. Does That Make TSLA Stock a Buy Here?
Yahoo Finance· 2025-11-26 13:15
Core Insights - Tesla CEO Elon Musk has expressed ambitious plans to produce chips at higher volumes than all other AI chips combined, following the approval of a $1 trillion pay package by shareholders [1] - The strategy centers around artificial intelligence, which is crucial for Tesla's goals in autonomous vehicles, humanoid robots, and energy solutions [2] Chip Development - Tesla's chips are primarily designed for automotive applications, contrasting with Nvidia and AMD's GPUs that are aimed at general-purpose data centers [3] - The HW3 chip, introduced in 2019, operates at 72 TOPS per chip and 144 TOPS per board, optimized for low cost and power consumption in vehicles [4] - The HW4 chip, launched in 2023, offers 2x-4x better performance than HW3, utilizing Samsung's 7-nanometer technology for improved energy efficiency and thermal behavior [5] Application in Robotics - The same chip technology (HW3 and HW4) is applied in Tesla's humanoid robots, Optimus, enhancing their capabilities in vision perception, motion planning, and control [6]