Tesla’s Dojo and AI5 Chips: Pioneering the Future of Artificial Intelligence

Swift Summary:

• Tesla and XAI are purchasing 1 million Nvidia B200/B300 chips from Febuary 2025 too April 2026,accounting for approximately 20% of Nvidia’s production during this period.
• Tesla aims to produce Dojo 2 chips at scale by the second half of 2025. The chip has ten times the compute capability compared to Dojo 1 chips.
• Tesla has manufactured and installed over 11,000 Dojo 1 chips with a combined performance of 362 teraflops; Dojo 2 could reach up to several petaflops in terms of compute.
• If production goals are met, Tesla could produce around 500,000 Dojo chips using orders for about 20,000 wafers from TSMC-possibly surpassing AMD in AI chip production volume and positioning as one of the top industry players after Nvidia.
• TSMC indicates advancements in the process utilized for Tesla’s upcoming chip designs may offer over a fortyfold computing performance increase by around late-2027 (10-15 petaflops per tile).
• Elon Musk mentioned that high-volume production for Tesla’s AI5 chipset is likely toward late-end nearer speculative orders aimed.