由于供应短缺,特斯拉可能建造一个大型芯片工厂来生产自己的人工智能芯片,目标是在2026年前发射。 Tesla may build a massive chip factory to produce its own AI chips due to supply shortages, aiming for launch by 2026.

Elon Musk宣布Tesla可能建造一个大型芯片工厂, 或“terafab”, 生产第五代AI芯片, Elon Musk announced Tesla may build a massive chip factory, or "terafab," to produce its fifth-generation AI chips due to insufficient supply from current partners like TSMC and Samsung. AI5芯片预计到2026年有限生产,到2027年全面生产,其节能和成本将占Nvidia的Blackwell芯片10%。 The AI5 chip, expected in limited production by 2026 and full-scale by 2027, will be power-efficient and cost 10% of Nvidia’s Blackwell chip. Musk暗示与英特尔有潜在的伙伴关系, 其股份在评论后上升了4%。 Musk hinted at a potential partnership with Intel, whose shares rose 4% after the comments. 计划在2028年中期推出一个后续的AI6芯片,其性能是AI5的两倍。 A follow-up AI6 chip is planned for mid-2028 with double the performance of AI5. 设施必须每月处理至少10万个晶圆. The facility must handle at least 100,000 wafer starts monthly. 股东们批准了马斯克的1万亿美元薪酬计划, 支持他将特斯拉转变为人工智能和机器人领导者. Shareholders approved a $1 trillion pay package for Musk, supporting his push to turn Tesla into an AI and robotics leader.