Usman Salis
⬤ Tesla just laid out an ambitious AI chip roadmap that goes way beyond just making electric cars smarter. Elon Musk explained how the company's custom AI chips will evolve through several generations, powering everything from self-driving cars to humanoid robots, massive data centers, and eventually even space-based computing. The vision connects vehicles, robots, data infrastructure, and orbital platforms into one unified AI ecosystem.
⬤ Right now, Tesla's AI4 platform focuses on full self-driving tech, aiming to make autonomous driving safer than human drivers. The next step, AI5, will push vehicle autonomy further while dramatically boosting the capabilities of Tesla's Optimus robot. Instead of building separate systems for different products, Tesla's sharing the same core AI technology across its entire lineup.
⬤ Things get really interesting with AI6, which Tesla's designing specifically for mass-producing Optimus robots and running hyperscale data centers. This generation focuses on handling massive training and inference workloads. The final stage shown is AI7 (also called Dojo 3), which takes computing off-planet entirely with space-based AI processing infrastructure.
⬤ What makes this roadmap significant is that Tesla's building everything in-house, from the chips themselves to the software running on them. By controlling the entire stack across cars, robots, data centers, and future space systems, Tesla can optimize performance and efficiency exactly how it needs. It's part of a bigger trend where tech companies are realizing that custom AI hardware is becoming crucial for staying competitive in automation and artificial intelligence.
Usman Salis
