Tesla and Elon have huge partnerships to deliver a surge in tens of millions of chips needed for AI domination. They also have increased their AI and model competitiveness.
Tesla and SpaceX tying up with Intel for the most advanced 1.4nm process chips. This will deliver AI6 and AI7 chips.
Tesla TERAFAB and TERALAB will have vertical integration and scaling. They have all the semiconductor leaders helping the achieve next level AI chips. They have Intel, Samsung and TSMC as partners.
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If they make a GPU with 16 lanes at a good price I’ll buy one. If you make RAM I will buy some.
It is risky venture, but with high payoff. Tesla does build things fast, but specialized equipment they need doesnt grow on trees.
14 nm chips? Are they buying second hand fabs or something?
Typo, 1.4 nanometer