Elon Musk Podcast Tesla Signs AI Chip Deal With Samsung
4 snips
Jul 29, 2025 Tesla's groundbreaking partnership with Samsung to develop AI chips is the focus of discussion. This collaboration aims to boost self-driving technology and play a pivotal role in the Robotaxi platform and humanoid robots. The implications for the latest Hardware version 5 are also explored, promising advancements in onboard computing capabilities. This strategic shift marks a significant step in Tesla's evolution within the AI landscape.
AI Snips
Chapters
Transcript
Episode notes
Tesla's Critical AI Chip Deal
- Tesla signed a major chip deal with Samsung to secure next-gen AI chips using Samsung's advanced 4nm process.
- This move aims to support Tesla's upcoming HW5 platform for AI-heavy applications like Robotaxi and Optimus robots.
Tesla Gains Chip Supply Control
- Samsung's chip manufacturing allows Tesla to avoid supply bottlenecks faced by TSMC and NVIDIA.
- Tesla's shift to custom chips signals a strategic pivot to vertically integrated AI hardware.
Tesla Chip Optimization Focus
- Tesla's new Samsung chips focus on efficient, low-latency AI inference inside vehicles and robots.
- They complement, rather than replace, NVIDIA's chips used for AI training workloads.