This is huge, but expected for Tesla to reach its long term AI ambitions. Feels very similar to how Tesla had to go all in on batteries with Samsung for the Model 3 ramp, or going all in on building its own self-driving platform with FSD vs using Mobileye. Super exciting.
Elon Musk
Elon Musk28.7. klo 11.28
Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this is hard to overstate. Samsung currently makes AI4. TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona.
85,41K