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Definitely a great move for 🇺🇸 to get a handle on chip sovereignty.
We've lost the lead on that for far too long.

14 tuntia sitten
🇺🇸 TESLA’S AI6 CHIP GETS ITS OWN FAB - AND ELON'S PERSONAL OVERSIGHT
Tesla just locked in a dedicated U.S fab for its most important chip ever - AI6 - through a $16.5B+ deal with Samsung, extending through 2033.
Elon says he’ll personally “walk the line” at the fab - just down the road from his house - to help Tesla boost Samsung’s manufacturing efficiency and accelerate progress.
The AI6 chip will power Robotaxis, Optimus, and Dojo, all from one unified architecture - edge to cloud, inference to training.
With TSMC still locked in Taiwan - where a Chinese invasion could instantly sever global chip supply - this deal gives Tesla chip sovereignty, hands Samsung a shot at redemption in the foundry wars, and delivers the U.S a strategic win in the AI arms race.
Source: FT, @tetsuoai


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