Korea ML.co site reports that Tesla AI5 chip will have 2000~2500TOPS performance as early as 2026. (Tesla calls it HW4 and AI4 interchangeably from HW4). To this end, Tesla is working with Samsung Electronics and TSMC as contract manufacturers for AI5. Mass production is likely to begin next year. Tesla vehicles are expected to start being equipped with HW5 (AI5) in the second half of 2025, likely around December.
During a past earnings call, Elon claimed AI5 could be as much as 10 times more capable than HW4, which would imply 5,000 TOPS. There could be two AI5 chips for each Tesla car and one for each Teslabot. A combination of chips in packages would align the previous statement with the new specifications. The previous claim from 2024 could be adjusted based upon actual mass production specifications.
Tesla and xAI are invested more than $10 billion (KRW 13.7 trillion) in AI last year alone. Tesla installed 50,000 NVIDIA H100 GPUs in Cortex in the early days, and they plan to secure up to 350,000 more in the future.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
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