Now, the deal with Tesla is expected to revitalize Samsung’s foundry ambitions. The $16.5 billion agreement will run through 2033, although Musk hinted at a far larger scale.
“The $16.5B number is just the bare minimum. Actual output is likely to be several times higher,” Musk noted in another post.
Strategic Tesla Samsung Partnership Provides On-Site Oversight
Musk emphasized that Tesla will actively help optimize manufacturing efficiency at the Texas fab. He even plans to visit the site personally.
“Samsung agreed to allow Tesla to assist in maximizing manufacturing efficiency. I will walk the line personally… the fab is conveniently located not far from my house,” Musk wrote.
Samsung previously manufactured Tesla’s AI4 chips, while TSMC was tapped to produce the AI5 chips. The new deal positions Samsung as a key partner in Tesla’s AI roadmap, with AI6 production likely starting after 2026.
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AI Chips at the Heart of Tesla’s Future
Tesla’s AI6 chips are essential to its transformation from a car company to a robotics and artificial intelligence powerhouse. They will power Tesla’s future Full Self-Driving systems and AI-powered robots, placing greater strategic weight on this partnership.
