Tesla CEO Elon Musk announced the status of the company’s next-generation AI chips on the social media platform X. Musk stated the design for the AI5 self-driving computer chip is nearly finished. The subsequent AI6 chip is already in the early stages of development.
Tesla aims for an aggressive nine-month design cycle for its future AI hardware. This roadmap update confirms the AI5 chip is slated for high-volume production in 2027. The AI5 will replace the current AI4 chips used in Tesla vehicles.
The news generated investor discussion regarding the gap between technological announcements and production realities. Analysts noted that such roadmap updates often create volatility and speculative trading opportunities. These opportunities are based on future expectations rather than immediate fundamentals.