Bros, $NVIDIA(NVDA.US) is still falling so much today! $Apple Inc.(AAPL.US), let's go!
" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/39952042.md" description: "🚀🔥 Elon Musk confirms successful tape-out of AI5 and directly points to "the world's highest-volume production AI chip": $Tesla(TSLA.US) is vying for dominance in computing power. The successful tape-out of AI5 is itself a critical milestone, but more importantly is the judgment given by Elon Musk—this will become one of the world's highest-volume production AI chips. The meaning of this statement is not just confidence in performance, but a direct judgment on the "scale of demand." First, look at the technology and timing. AI5 has completed tape-out, meaning the design phase is over, entering verification and mass production preparation..." datetime: "2026-04-16T01:57:56.000Z" locales: - [en](https://longbridge.com/en/topics/39952042.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39952042.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39952042.md) author: "[辰逸](https://longbridge.com/en/profiles/16318663.md)" --- #Bros, $NVIDIA(NVDA.US) is still falling so much today! $Apple Inc.(AAPL.US), let's go!
🚀🔥 Elon Musk confirms successful tape-out of AI5 and directly points to "the world's highest-volume AI chip": $Tesla(TSLA.US) is vying for computing power dominance. The successful tape-out of AI5 itself is a key milestone, but more importantly is the judgment given by Elon Musk—this will become one of the world's highest-volume AI chips. The meaning of this statement is not just confidence in performance, but a direct judgment on the "scale of demand." First, look at the technology and timeline. AI5 has completed tape-out, meaning the design phase is over, entering verification and mass production preparation. Planned for mass production in 2027, as a replacement for AI4, and fully deployed within the Tesla ecosystem: Vehicles Robotaxi (Cybercab) Optimus humanoid robot This means it is not a single-point chip, but the core of a unified computing platform. Next, look at the performance positioning. The single-chip target is to rival $NVIDIA(NVDA.US) Hopper, with dual chips approaching Blackwell, while emphasizing lower cost and power consumption. This type of benchmarking itself already indicates a direction: Tesla isn't making "adequate chips," but rather chips "capable of competing in computing power." What is truly worth paying attention to is the iteration speed. After AI5, AI6 and Dojo3 are already in progress. The overall pace is compressed to about 9 months, while the industry norm is usually over 18 months. This acceleration comes from a closed-loop system: Chip design Autonomous driving algorithms Real-world driving data Vehicle feedback All links cycle rapidly within the same system, making optimization no longer dependent on external rhythms. Next is a more controversial but even more critical step: Terafab. The goal is an annual production capacity exceeding 1 terawatt of computing power, corresponding to tens of times the current total global AI chip computing power. This goal essentially defines a new scale of supply. At the same time, the judgment given by Elon Musk is also clear: Even if $Taiwan Semiconductor(TSM.US) and Samsung expand production, they still cannot meet future demand. The corresponding solution is to extend upstream—building its own wafer fab. This signifies a shift from "relying on the supply chain" to "controlling the supply chain." If this step succeeds, it will bring several direct changes: Chip cost reduction (approx. 50%–70%) Power cost reduction (approx. 1/3–1/5) Product iteration speed increase (2–3 times) This is not just efficiency optimization, but a reshaping of the competitive structure. But the difficulties are equally clear. Advanced process manufacturing is one of the world's most complex industrial systems. Equipment, yield, talent, supply chain coordination—each requires long-term accumulation. Simultaneously, the project investment scale is huge, with both funding pressure and execution risks. Therefore, this is not a one-dimensional positive. It is a path choice: Continue to rely on the world's top foundry system (e.g., $Taiwan Semiconductor(TSM.US)), or attempt to build completely autonomous computing power production capacity. AI5 tape-out is just the first step. What truly determines success or failure are several key variables that follow: Whether mass production goes smoothly Whether cost targets are met Whether scale meets expectations When an automaker starts defining "the world's largest-scale AI chip production," The question the market needs to rethink has already changed: Is this a move to lock in future computing power in advance, Or a radical expansion into a high-risk manufacturing field? ### Related Stocks - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md) - [TSDD.US](https://longbridge.com/en/quote/TSDD.US.md) - [TSLL.US](https://longbridge.com/en/quote/TSLL.US.md) - [TSLQ.US](https://longbridge.com/en/quote/TSLQ.US.md) - [09366.HK](https://longbridge.com/en/quote/09366.HK.md) - [07766.HK](https://longbridge.com/en/quote/07766.HK.md) - [07366.HK](https://longbridge.com/en/quote/07366.HK.md) - [TSLR.US](https://longbridge.com/en/quote/TSLR.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md)