Tesla not about to replace Nvidia as EV maker develops chips for cars, robots, Musk says

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Tesla said its AI5 chip will be manufactured by Samsung in Texas and TSMC in Arizona as it expands its in-house silicon strategy. Elon Musk said Tesla wants excess chip production so unused chips can support cars, robots, and data centers. He also said Tesla will keep using Nvidia GPUs for model training and is not trying to replace Nvidia. The comments highlight Tesla’s push to simplify chip design and improve performance per dollar for its autonomy stack. The article also notes that xAI, which works with Tesla, remains a major Nvidia customer and is building additional supercomputing capacity.

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