Most people don’t know that Tesla has had an advanced AI chip and board engineering team for many years.That team has already designed and deployed several million AI chips in our cars and data centers. These chips are what enable Tesla to be the leader in real-world AI.The… November 23, 2025
Tesla is currently a customer of TSMC and Samsung, and has expressed interest in working with Intel's foundries, given the current situation with worldwide chip supply constraints. Musk is considering building his own TeraFab chip factory , too. The design schedule also seems quite aggressive, but not impossible, given how much money has been poured into neural network accelerator chip design lately.
As befits a grand presentation, Musk goes on to connect the company's AI developments to the Optimus robotics project, claiming the new chips will "save millions of lives" thanks to advanced medical care via unspecified integration with Tesla's Optimus project. Optimus robots were demonstrated in 2022, but they were being teleoperated, as the company has yet to produce an actual autonomous bipedal humanoid.
The predictions about Optimus' abilities can be arguably quite optimistic, as well (pun unintended). In 2024, Musk stated the Optimus robots would be working in Tesla factories this year, and as of this writing, no public demonstrations have been made about these capabilities. In fact, just last summer, it seemed that Optimus robot production came to a grinding halt .
Having said that, it's worth keeping in mind that Elon Musk also owns xAI, a company with actual released and working products, namely the Grok chatbot , the Aurora image generator, and DeepSearch engines. It should be a safe enough assumption that Tesla and xAI are sharing technology, perhaps somewhat enabling Musk's ideals of assistant doctor robots. It's a safe bet that such a feat will take a while, as Tesla's Full Self Driving is now marking its ninth year since it was promised, and fifth since it entered the Beta stage.
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Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
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Reference reading
- https://www.tomshardware.com/tech-industry/big-tech/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/big-tech/elon-musk-claims-he-will-build-chips-at-higher-volumes-ultimately-than-all-other-ai-chips-combined-tesla-ai-engineering-team-has-ai5-chip-ready-to-go-and-is-setting-its-sights-on-ai6#main
- https://www.tomshardware.com
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