Tesla from $396 to $1000: Tesla’s Robotaxi, Chips & Energy Empire Exposed!
by Brian Wang from NextBigFuture.com on (#700FK)
Tesla AI5 will be produced by TSMC starting in 2026. There will be Estimated volumes of 10-20% of relevant TSMC wafers, yielding 50-100 chips per wafer. AI6, will use Samsung's facilities in Texas, potentially allowing 50-80% (or near 100%) dedication, enabling 5x or more chips than TSMC. Redlich's analysis involves estimating tokens (AI processing units) ...