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马斯克自爆下一代智驾芯片,这会成为特斯拉股价“催化剂”吗?

Will Elon Musk's revelation of the next generation of smart driving chips become a catalyst for Tesla's stock price?

半導體行業觀察 ·  Jun 23 15:25

Elon Musk revealed new details about the next generation of autopilot computers, which many expected to be called Hardware 5 (HW5). However, Musk stated that it will not be called HW5, but AI5. Musk also revealed that this technology will be applied to autos in the second half of 2025. This will be the most powerful hardware version so far, as the energy consumption of AI 5 is about four times that of HW3 and HW4. This requires more powerful efforts than before. All of this began with the giant fan at the Texas Super Factory, where Musk confirmed that the factory will use about 130MW of electrical utilities and cooling equipment this year, but will increase to over 500MW in the next 18 months. He also stated that he hopes to use 50% of Tesla's AI hardware, while the other half is provided by NVIDIA and other hardware manufacturers. Musk said that Tesla hardware mainly consists of HW4, as well as some Dojo.$Tesla (TSLA.US)$Some details about the next generation of autopilot computers have been revealed by Elon Musk. Many expected it to be called Hardware 5 (HW5). However, Musk has revealed it will not be called HW5, but AI5 instead. The technology is set to be applied to autos in the second half of 2025. It will be the most powerful hardware version to date, consuming four times the energy of HW3 and HW4. This requires more powerful efforts than before.

Elon Musk announced new details about the next generation of autopilot computers. The technology is expected to be known as AI5, not HW5, and will be implemented in autos in the second half of 2025. This will be the most powerful hardware version so far, consuming about four times the energy of HW3 and HW4. Musk stated that Tesla plans to use 50% of its own AI hardware, while NVIDIA and other manufacturers will provide the other half. In addition, the company plans to launch a "dedicated" Robotaxi and CyberCab ride-hailing services, as well as expand the electrical power of its Texas Super Factory. The goal is to improve FSD as quickly as possible and submit its safety record to regulators for approval of its independent Robotaxi and upcoming CyberCab ride-hailing services.

About 15 months after Tesla's current self-driving computer HW4 was put into use, the auto manufacturer is seeking to make further improvements in addressing its full self-driving suite.

Elon Musk announced new details about the next generation of autopilot computers, which will be called AI5 instead of HW5. In the second half of 2025, the technology will be applied to autos, making it the most powerful hardware version to date. The energy consumption of AI 5 is about four times that of HW3 and HW4.

Elon Musk confirmed that the Texas Super Factory will be using about 130MW of electrical utilities and cooling equipment this year, but will increase to over 500MW in the next 18 months. This is where the giant fan responsible for the next generation of autopilot computers is located. Tesla aims to use its own AI hardware for 50% of its vehicles, with the other half being provided by NVIDIA and other manufacturers.

Elon Musk stated that Tesla mainly uses HW4 for its hardware, as well as some Dojo. Musk hopes to use 50% of Tesla's own AI hardware, while the other half will be provided by NVIDIA and other manufacturers.

Elon Musk plans to introduce AI5 in the second half of 2025 and many speculate it will be used for Robotaxi. Tesla is fully committed to the field of autonomous driving and is exploring ways to implement this strategy profitably. The company also plans to launch a new ride-hailing service called CyberCab. Drivers will be able to rent out their Tesla as part of the CyberCab fleet.

Tesla is planning to launch a new ride-hailing service called CyberCab which will likely be a part of its fleet of autonomous vehicles. Elon Musk has said that the company is also planning to release details of a schedule to develop this new technology in the near future. The Robotaxi event is set to take place on August 8th this year. The launch of the new AI5 technology may be specifically targeted towards the Robotaxi fleet.

Elon Musk says that the capabilities of AI5 will be ten times that of HW4. Tesla is also negotiating with a major auto manufacturer about licensing FSD, which will provide a lot of roadside computing capacity for FSD to improve by running AI inference calculations during downtime.

Tesla plans to increase the number of NVIDIA H100 AI chips from 35,000 to 50,000 before the end of this year. The company aims to improve FSD as quickly as possible and submit its safety record to regulators for approval of its independent Robotaxi and upcoming CyberCab ride-hailing services.

Tesla plans to increase its number of NVIDIA H100 AI chips from 35,000 to 50,000 before the end of this year. The company aims to improve FSD as quickly as possible and submit its safety record to regulators for approval of its independent Robotaxi and upcoming CyberCab ride-hailing services.

Tesla is aiming to improve FSD as quickly as possible. The company hopes to submit its safety record to regulators and gain approval for its autonomous Robotaxi and CyberCab ride-hailing services.

If Robotaxi and a cheaper auto model are what Elon Musk calls the "affordable car model," they will be launched in the fourth quarter of 2024 or the first quarter of 2025. They will both be equipped with Hardware 4.0 FSD suite.

According to rumors, the Model 2, which was originally scheduled to be launched in the second half of 2025, may be equipped with the Hardware 5.0 chipset. Now, Elon has confirmed the HW5 system is almost ready, but cars carrying this are only set to be on the road from the end of 2025.

It is very difficult to integrate 100 terawatts of AI computing power. Even in the future of autonomous driving, auto usage time may be more than 50 hours per week instead of 10 hours as it is now, but there is still more than 100 hours per week to allow auto inference computers to do other things.

Elon Musk is fully committed to the field of autonomous driving and is exploring ways to implement this strategy profitably. Tesla plans to integrate AI reasoning calculations during the downtime of its FSD HW4 or HW5 suite, which will significantly improve its overall performance.

Elon Musk is fully committed to the field of autonomous driving and is exploring ways to implement this strategy profitably. In addition to introducing a new fleet of autonomous vehicles, Tesla is also developing a new ride-hailing service called CyberCab.

Elon Musk plans to introduce AI5 in the second half of 2025 and many speculate it will be used for Robotaxi. Tesla is fully committed to the field of autonomous driving and is exploring ways to implement this strategy profitably. The company also plans to launch a new ride-hailing service called CyberCab. Drivers will be able to rent out their Tesla as part of the CyberCab fleet.

Tesla is negotiating with a major automaker for FSD licensing. The company plans to provide HW4 or HW5 computers, as well as camera kits, in addition to software, which will bring significant roadside computing capabilities for FSD to improve through running inference calculations during downtime.

It is predicted that the emissions of autonomous vehicle computers may eventually be comparable to those of all the world's data centers.

However, before achieving this goal, Tesla must face regulatory institutions and convince them that FSD is safer than human driving. This partially explains Tesla's investment in AI computing power and the price threshold reduction for millions of Tesla users to record FSD mileage.

Edited by Jeffrey

The translation is provided by third-party software.


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