Musk Hints at Tesla-Intel Collaboration for AI Chips
Elon Musk, CEO of Tesla, indicated the company may need to build a large chip fabrication facility for its AI chip production. At Tesla’s annual meeting, Musk suggested a potential partnership with Intel, although no formal agreement has been made.
“You know, maybe we’ll, we’ll do something with Intel. We haven’t signed any deal, but it’s probably worth having discussions with Intel.”
Tesla’s AI Chip Development
Tesla is working on its fifth-generation AI chip designed to advance its autonomous driving capabilities. These chips support Tesla’s Full Self-Driving software and autonomous systems. Currently, Tesla utilizes its fourth-generation chip and collaborates with Taiwan’s TSMC and South Korea’s Samsung for manufacturing.
Intel’s Position in AI Chip Market
- Intel owns chip fabrication plants but trails Nvidia in AI chip technology.
- The U.S. government recently acquired a 10% stake in Intel.
- Intel seeks external customers to utilize its latest manufacturing technologies.
- Musk’s comments caused Intel shares to rise by 4%.
Musk’s $1 Trillion Pay Package
Recently, Tesla shareholders approved a $1 trillion compensation plan for Musk over the next decade, supporting his vision of transforming Tesla into a leader in AI and robotics.
Summary
Elon Musk envisions Tesla expanding into AI chip production, considering a partnership with Intel while advancing its autonomous technology through in-house chip designs and strategic collaborations.