【Text by Observers Network, Pan Yuchen; Editor by Gao Xin】According to Reuters, on November 6, Elon Musk, CEO of Tesla, stated at the company's annual shareholders meeting that Tesla may build a factory capable of producing 1 million wafers per month to manufacture artificial intelligence (AI) chips, and publicly mentioned the possibility of cooperating with Intel.

"You know, maybe we will do something with Intel," Musk said to cheering Tesla shareholders: "We have not signed any agreement yet, but it is worth discussing with Intel."

Elon Musk, Visual China

Due to Musk's comments, Intel's stock rose 4% in after-hours trading on November 6. However, Intel has declined to comment.

Additionally, Tesla shareholders approved Musk's compensation plan for the next ten years, valued at $1 trillion, which made Musk very excited. He also claimed that he is very obsessed with chips and "has chips in his mind."

According to him, the chips designed by Tesla are not only low-cost and highly energy-efficient, but also optimized for Tesla's own software. The power consumption of this chip is only one-third of NVIDIA's Blackwell chip, and the manufacturing cost is only one-tenth of that of the latter.

Currently, Tesla is designing its fifth-generation AI chip to achieve its ambitions in autonomous driving. While Intel has its own chip manufacturing plants, it is far behind NVIDIA in the AI chip race and needs to find external customers for its latest manufacturing technology.

However, Musk reiterated that Tesla will also cooperate with TSMC and Samsung. According to a tweet he posted on X on November 4, Tesla will produce a small quantity of fifth-generation AI chips in 2026, and may achieve mass production by 2027.

He also added that the sixth-generation AI chip will be mass-produced in mid-2028, using the same wafer factory as the previous generation, but with performance approximately twice that of the previous one.

Musk thus said that Tesla may need to build its own large factory, aiming to produce 1 million wafers per month, but did not provide specific details about the factory.

This article is an exclusive report by Observers Network. Unauthorized reproduction is prohibited.

Original: https://www.toutiao.com/article/7569915214070579747/

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